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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 | $164,134 | $154,228+6.4% | $145,433+12.9% | $137,256+19.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.08% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,421 | $4,804-70.4% | $4,554-68.8% | $4,156-65.8% |
| Participant deferral / active EE | $18,440 | $8,216+124.4% | $7,897+133.5% | $6,407+187.8% |
| Admin fee / account holder | $28,493 | $14,344+98.6% | $13,129+117.0% | $12,270+132.2% |