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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 | $195,495 | $201,259-2.9% | $184,200+6.1% | $145,959+33.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.87% | 28.98%-13.1pp | 28.80%-12.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $5,980 | $7,018-14.8% | $6,424-6.9% | $4,661+28.3% |
| Participant deferral / active EE | $20,277 | $9,806+106.8% | $9,132+122.0% | $6,689+203.2% |
| Admin fee / account holder | $54,327 | $16,372+231.8% | $13,907+290.6% | $13,398+305.5% |