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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,048 | $185,312-60.0% | $161,489-54.1% | $154,746-52.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.71% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $13,712 | $4,769+187.5% | $4,268+221.2% | $4,379+213.1% |
| Participant deferral / active EE | $16,072 | $6,350+153.1% | $5,630+185.5% | $6,730+138.8% |
| Admin fee / account holder | $31,298 | $18,654+67.8% | $16,006+95.5% | $14,365+117.9% |