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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 | $145,924 | $185,312-21.3% | $161,489-9.6% | $154,746-5.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.25% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $14,052 | $4,769+194.7% | $4,268+229.2% | $4,379+220.9% |
| Participant deferral / active EE | $11,775 | $6,350+85.4% | $5,630+109.2% | $6,730+75.0% |
| Admin fee / account holder | $2,611 | $18,654-86.0% | $16,006-83.7% | $14,365-81.8% |