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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 | $144,778 | $148,623-2.6% | $135,974+6.5% | $139,466+3.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.26% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.4pp |
| Employer contribution / active EE | $42,531 | $5,246+710.7% | $4,859+775.3% | $4,754+794.6% |
| Participant deferral / active EE | $20,500 | $8,103+153.0% | $7,760+164.2% | $6,712+205.4% |
| Admin fee / account holder | $1,059 | $12,406-91.5% | $10,767-90.2% | $11,409-90.7% |