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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 | $184,137 | $254,759-27.7% | $216,567-15.0% | $198,609-7.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.70% | 10.04%+6.7pp | 12.94%+3.8pp | 202.70%-186.0pp |
| Employer contribution / active EE | $15,121 | $6,096+148.0% | $5,216+189.9% | $5,055+199.1% |
| Participant deferral / active EE | $9,193 | $6,948+32.3% | $6,191+48.5% | $6,977+31.8% |
| Admin fee / account holder | $4,716 | $26,311-82.1% | $21,981-78.5% | $19,030-75.2% |