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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 | $132,251 | $162,136-18.4% | $152,301-13.2% | $154,746-14.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.94% | 91.02%-66.1pp | 80.50%-55.6pp | 172.34%-147.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $26,635 | $8,341+219.3% | $8,004+232.8% | $6,730+295.7% |
| Admin fee / account holder | $2,443 | $15,759-84.5% | $14,398-83.0% | $14,365-83.0% |