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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 | $133,662 | $148,629-10.1% | $135,982-1.7% | $139,487-4.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.29% | 79.33%-56.0pp | 68.32%-45.0pp | 373.84%-350.5pp |
| Employer contribution / active EE | $6,148 | $5,247+17.2% | $4,859+26.5% | $4,755+29.3% |
| Participant deferral / active EE | $15,501 | $8,102+91.3% | $7,760+99.8% | $6,713+130.9% |
| Admin fee / account holder | $2,335 | $12,406-81.2% | $10,767-78.3% | $11,407-79.5% |