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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 | $130,833 | $209,336-37.5% | $197,124-33.6% | $137,256-4.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.42% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $15,225 | $6,591+131.0% | $6,227+144.5% | $4,156+266.3% |
| Participant deferral / active EE | $13,038 | $9,614+35.6% | $9,135+42.7% | $6,407+103.5% |
| Admin fee / account holder | $8,009 | $17,308-53.7% | $16,298-50.9% | $12,270-34.7% |