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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 | $178,940 | $225,673-20.7% | $203,872-12.2% | $155,188+15.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 15.36% | 95.91%-80.6pp | 85.11%-69.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $13,753 | $4,099+235.6% | $3,757+266.0% | $4,248+223.8% |
| Participant deferral / active EE | $12,200 | $6,893+77.0% | $6,388+91.0% | $6,531+86.8% |
| Admin fee / account holder | $1,410 | $12,327-88.6% | $11,730-88.0% | $14,480-90.3% |