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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 | $121,601 | $178,174-31.8% | $156,181-22.1% | $137,256-11.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.02% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $13,087 | $4,972+163.2% | $4,294+204.8% | $4,156+214.9% |
| Participant deferral / active EE | $7,487 | $6,888+8.7% | $6,132+22.1% | $6,407+16.9% |
| Admin fee / account holder | $348 | $17,404-98.0% | $14,586-97.6% | $12,270-97.2% |