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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 | $145,626 | $155,555-6.4% | $146,866-0.8% | $155,188-6.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.60% | 115.41%-93.8pp | 102.85%-81.3pp | 148.84%-127.2pp |
| Employer contribution / active EE | $26,162 | $4,647+463.0% | $4,425+491.3% | $4,248+515.9% |
| Participant deferral / active EE | $19,087 | $8,044+137.3% | $7,759+146.0% | $6,531+192.2% |
| Admin fee / account holder | $24,322 | $14,755+64.8% | $13,620+78.6% | $14,480+68.0% |