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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 | $116,300 | $154,228-24.6% | $145,433-20.0% | $137,256-15.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.18% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $17,991 | $4,804+274.5% | $4,554+295.0% | $4,156+332.9% |
| Participant deferral / active EE | $23,555 | $8,216+186.7% | $7,897+198.3% | $6,407+267.7% |
| Admin fee / account holder | $1,442 | $14,344-90.0% | $13,129-89.0% | $12,270-88.3% |