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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 | $144,756 | $154,228-6.1% | $145,433-0.5% | $137,256+5.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 41.89% | 74.59%-32.7pp | 66.58%-24.7pp | 220.34%-178.5pp |
| Employer contribution / active EE | $16,137 | $4,804+235.9% | $4,554+254.3% | $4,156+288.3% |
| Participant deferral / active EE | $11,522 | $8,216+40.2% | $7,897+45.9% | $6,407+79.8% |
| Admin fee / account holder | $18,513 | $14,344+29.1% | $13,129+41.0% | $12,270+50.9% |