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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 | $131,858 | $209,336-37.0% | $197,124-33.1% | $137,256-3.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.30% | 48.09%-27.8pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $22,924 | $6,591+247.8% | $6,227+268.1% | $4,156+451.6% |
| Participant deferral / active EE | $20,505 | $9,614+113.3% | $9,135+124.5% | $6,407+220.0% |
| Admin fee / account holder | $1,673 | $17,308-90.3% | $16,298-89.7% | $12,270-86.4% |