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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 | $135,724 | $156,398-13.2% | $147,318-7.9% | $138,895-2.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.88% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $8,367 | $4,853+72.4% | $4,593+82.2% | $4,194+99.5% |
| Participant deferral / active EE | $17,068 | $8,237+107.2% | $7,906+115.9% | $6,396+166.8% |
| Admin fee / account holder | $1,397 | $14,976-90.7% | $13,708-89.8% | $12,562-88.9% |