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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 | $141,433 | $166,268-14.9% | $165,100-14.3% | $145,897-3.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.69% | 100.52%-85.8pp | 70.21%-55.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $15,464 | $5,284+192.7% | $4,348+255.7% | $4,663+231.7% |
| Participant deferral / active EE | $8,855 | $6,964+27.1% | $6,035+46.7% | $6,689+32.4% |
| Admin fee / account holder | $946 | $16,659-94.3% | $12,696-92.5% | $13,390-92.9% |