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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 | $134,548 | $209,336-35.7% | $197,124-31.7% | $137,256-2.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.52% | 48.09%-23.6pp | 44.34%-19.8pp | 220.34%-195.8pp |
| Employer contribution / active EE | $15,389 | $6,591+133.5% | $6,227+147.1% | $4,156+270.3% |
| Participant deferral / active EE | $17,397 | $9,614+81.0% | $9,135+90.5% | $6,407+171.5% |
| Admin fee / account holder | $4,271 | $17,308-75.3% | $16,298-73.8% | $12,270-65.2% |