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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 | $174,828 | $174,379+0.3% | $152,093+14.9% | $138,895+25.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.11% | 74.86%-62.7pp | 66.36%-54.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $15,437 | $4,652+231.8% | $4,175+269.8% | $4,194+268.0% |
| Participant deferral / active EE | $11,474 | $6,159+86.3% | $5,451+110.5% | $6,396+79.4% |
| Admin fee / account holder | $11,199 | $16,880-33.7% | $14,497-22.7% | $12,562-10.8% |