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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 | $134,821 | $154,228-12.6% | $145,433-7.3% | $137,256-1.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.51% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $12,137 | $4,804+152.7% | $4,554+166.5% | $4,156+192.0% |
| Participant deferral / active EE | $13,062 | $8,216+59.0% | $7,897+65.4% | $6,407+103.9% |
| Admin fee / account holder | $1,148 | $14,344-92.0% | $13,129-91.3% | $12,270-90.6% |