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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 | $129,688 | $148,623-12.7% | $135,974-4.6% | $139,466-7.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.90% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,783 | $5,246-47.0% | $4,859-42.7% | $4,754-41.5% |
| Participant deferral / active EE | $14,679 | $8,103+81.2% | $7,760+89.2% | $6,712+118.7% |
| Admin fee / account holder | $28,286 | $12,406+128.0% | $10,767+162.7% | $11,409+147.9% |