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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 | $150,273 | $139,948+7.4% | $121,663+23.5% | $154,746-2.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 22.62% | 230.52%-207.9pp | 147.54%-124.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $15,541 | $3,521+341.4% | $3,020+414.6% | $4,379+254.9% |
| Participant deferral / active EE | $15,541 | $5,629+176.1% | $4,887+218.0% | $6,730+130.9% |
| Admin fee / account holder | $1,215 | $17,321-93.0% | $14,289-91.5% | $14,365-91.5% |