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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 | $125,682 | $162,136-22.5% | $152,301-17.5% | $154,746-18.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.50% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $48,883 | $4,890+899.6% | $4,624+957.1% | $4,379+1016.3% |
| Participant deferral / active EE | $24,562 | $8,341+194.5% | $8,004+206.9% | $6,730+264.9% |
| Admin fee / account holder | $938 | $15,759-94.0% | $14,398-93.5% | $14,365-93.5% |