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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 | $151,328 | $115,225+31.3% | $100,712+50.3% | $138,895+9.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.86% | 40.35%-25.5pp | 33.27%-18.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $17,211 | $2,771+521.1% | $2,313+644.2% | $4,194+310.4% |
| Participant deferral / active EE | $7,818 | $4,699+66.4% | $4,085+91.4% | $6,396+22.2% |
| Admin fee / account holder | $8,431 | $10,844-22.2% | $9,256-8.9% | $12,562-32.9% |