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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 | $214,066 | $199,109+7.5% | $173,730+23.2% | $154,746+38.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.27% | 20.02%-7.8pp | 19.96%-7.7pp | 172.34%-160.1pp |
| Employer contribution / active EE | $5,280 | $5,311-0.6% | $4,577+15.3% | $4,379+20.6% |
| Participant deferral / active EE | $21,917 | $7,113+208.1% | $6,326+246.4% | $6,730+225.6% |
| Admin fee / account holder | $180,582 | $20,916+763.4% | $17,523+930.5% | $14,365+1157.1% |