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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 | $132,631 | $211,224-37.2% | $178,505-25.7% | $145,897-9.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.19% | 30.28%-20.1pp | 27.16%-17.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $13,867 | $4,577+203.0% | $3,955+250.6% | $4,663+197.4% |
| Participant deferral / active EE | $21,240 | $6,966+204.9% | $6,280+238.2% | $6,689+217.5% |
| Admin fee / account holder | $6,444 | $12,109-46.8% | $10,428-38.2% | $13,390-51.9% |