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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 | $147,376 | $148,629-0.8% | $135,982+8.4% | $139,487+5.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.21% | 79.33%-65.1pp | 68.32%-54.1pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,466 | $5,247-72.1% | $4,859-69.8% | $4,755-69.2% |
| Participant deferral / active EE | $13,071 | $8,102+61.3% | $7,760+68.4% | $6,713+94.7% |
| Admin fee / account holder | $992 | $12,406-92.0% | $10,767-90.8% | $11,407-91.3% |