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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 | $139,091 | $124,425+11.8% | $112,040+24.1% | $137,256+1.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.07% | 24.72%-3.6pp | 24.52%-3.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $17,881 | $3,411+424.2% | $2,954+505.3% | $4,156+330.2% |
| Participant deferral / active EE | $16,750 | $5,718+192.9% | $5,098+228.6% | $6,407+161.4% |
| Admin fee / account holder | $881 | $15,207-94.2% | $12,098-92.7% | $12,270-92.8% |