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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 | $162,656 | $111,814+45.5% | $103,374+57.3% | $145,959+11.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.73% | 24.77%0pp | 24.89%-0.2pp | 561.95%-537.2pp |
| Employer contribution / active EE | $9,650 | $4,214+129.0% | $3,869+149.4% | $4,661+107.1% |
| Participant deferral / active EE | $12,679 | $5,618+125.7% | $5,058+150.7% | $6,689+89.6% |
| Admin fee / account holder | $1,130 | $9,754-88.4% | $8,394-86.5% | $13,398-91.6% |