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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 | $153,033 | $201,372-24.0% | $184,260-16.9% | $145,884+4.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.10% | 29.04%-15.9pp | 28.84%-15.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $31,508 | $7,024+348.6% | $6,427+390.2% | $4,662+575.8% |
| Participant deferral / active EE | $22,657 | $9,808+131.0% | $9,133+148.1% | $6,690+238.7% |
| Admin fee / account holder | $2,002 | $16,362-87.8% | $13,898-85.6% | $13,392-85.1% |