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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 | $128,498 | $181,062-29.0% | $158,223-18.8% | $155,188-17.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.93% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $13,463 | $4,565+194.9% | $4,109+227.7% | $4,248+216.9% |
| Participant deferral / active EE | $12,080 | $6,134+96.9% | $5,467+121.0% | $6,531+85.0% |
| Admin fee / account holder | $2,736 | $18,825-85.5% | $16,047-82.9% | $14,480-81.1% |