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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 | $174,696 | $124,425+40.4% | $112,040+55.9% | $137,256+27.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.07% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $10,109 | $3,411+196.3% | $2,954+242.2% | $4,156+143.2% |
| Participant deferral / active EE | $9,331 | $5,718+63.2% | $5,098+83.0% | $6,407+45.6% |
| Admin fee / account holder | $1,434 | $15,207-90.6% | $12,098-88.1% | $12,270-88.3% |