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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 | $129,137 | $148,629-13.1% | $135,982-5.0% | $139,487-7.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.60% | 79.33%-60.7pp | 68.32%-49.7pp | 373.84%-355.2pp |
| Employer contribution / active EE | $12,490 | $5,247+138.1% | $4,859+157.1% | $4,755+162.7% |
| Participant deferral / active EE | $10,651 | $8,102+31.4% | $7,760+37.3% | $6,713+58.7% |
| Admin fee / account holder | $9,273 | $12,406-25.3% | $10,767-13.9% | $11,407-18.7% |