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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 | $110,163 | $124,425-11.5% | $112,040-1.7% | $137,256-19.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.83% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $25,356 | $3,411+643.3% | $2,954+758.4% | $4,156+510.1% |
| Participant deferral / active EE | $26,847 | $5,718+369.5% | $5,098+426.7% | $6,407+319.0% |
| Admin fee / account holder | $18,257 | $15,207+20.1% | $12,098+50.9% | $12,270+48.8% |