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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 | $122,759 | $172,111-28.7% | $150,298-18.3% | $137,256-10.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.20% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $23,574 | $4,636+408.5% | $4,154+467.5% | $4,156+467.2% |
| Participant deferral / active EE | $22,954 | $6,166+272.3% | $5,453+321.0% | $6,407+258.3% |
| Admin fee / account holder | $2,295 | $16,471-86.1% | $14,116-83.7% | $12,270-81.3% |