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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 | $152,624 | $185,312-17.6% | $161,489-5.5% | $154,746-1.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.81% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $24,338 | $4,769+410.3% | $4,268+470.2% | $4,379+455.8% |
| Participant deferral / active EE | $13,350 | $6,350+110.3% | $5,630+137.1% | $6,730+98.4% |
| Admin fee / account holder | $1,987 | $18,654-89.3% | $16,006-87.6% | $14,365-86.2% |