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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 | $78,828 | $212,386-62.9% | $199,883-60.6% | $138,895-43.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 20.31% | 47.75%-27.4pp | 43.81%-23.5pp | 145.39%-125.1pp |
| Employer contribution / active EE | $17,065 | $6,625+157.6% | $6,261+172.5% | $4,194+306.9% |
| Participant deferral / active EE | $14,430 | $9,617+50.0% | $9,138+57.9% | $6,396+125.6% |
| Admin fee / account holder | $1,845 | $18,233-89.9% | $17,268-89.3% | $12,562-85.3% |