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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 | $158,445 | $174,379-9.1% | $152,093+4.2% | $138,895+14.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.81% | 74.86%-59.1pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $7,710 | $4,652+65.7% | $4,175+84.7% | $4,194+83.8% |
| Participant deferral / active EE | $6,314 | $6,159+2.5% | $5,451+15.8% | $6,396-1.3% |
| Admin fee / account holder | $1,241 | $16,880-92.6% | $14,497-91.4% | $12,562-90.1% |