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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 | $134,755 | $77,707+73.4% | $70,160+92.1% | $139,487-3.4% |
| Participation rate | 95.0% | 83.1%+11.9pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 19.00% | 19.30%-0.3pp | 19.08%-0.1pp | 373.84%-354.8pp |
| Employer contribution / active EE | $12,608 | $4,986+152.9% | $4,285+194.2% | $4,755+165.2% |
| Participant deferral / active EE | $11,474 | $6,443+78.1% | $5,394+112.7% | $6,713+70.9% |
| Admin fee / account holder | $2,058 | $5,397-61.9% | $4,582-55.1% | $11,407-82.0% |