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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 | $147,676 | $162,136-8.9% | $152,301-3.0% | $154,746-4.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 30.63% | 91.02%-60.4pp | 80.50%-49.9pp | 172.34%-141.7pp |
| Employer contribution / active EE | $7,193 | $4,890+47.1% | $4,624+55.5% | $4,379+64.3% |
| Participant deferral / active EE | $15,942 | $8,341+91.1% | $8,004+99.2% | $6,730+136.9% |
| Admin fee / account holder | $28,721 | $15,759+82.2% | $14,398+99.5% | $14,365+99.9% |