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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 | $142,969 | $156,398-8.6% | $147,318-3.0% | $138,895+2.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.66% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $21,637 | $4,853+345.8% | $4,593+371.1% | $4,194+415.9% |
| Participant deferral / active EE | $14,449 | $8,237+75.4% | $7,906+82.8% | $6,396+125.9% |
| Admin fee / account holder | $815 | $14,976-94.6% | $13,708-94.1% | $12,562-93.5% |