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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 | $141,599 | $162,136-12.7% | $152,301-7.0% | $154,746-8.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 31.87% | 91.02%-59.2pp | 80.50%-48.6pp | 172.34%-140.5pp |
| Employer contribution / active EE | $11,220 | $4,890+129.4% | $4,624+142.6% | $4,379+156.2% |
| Participant deferral / active EE | $27,778 | $8,341+233.0% | $8,004+247.1% | $6,730+312.7% |
| Admin fee / account holder | $5,591 | $15,759-64.5% | $14,398-61.2% | $14,365-61.1% |