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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 | $180,338 | $197,637-8.8% | $177,848+1.4% | $158,982+13.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.53% | 58.77%-41.2pp | 48.33%-30.8pp | 302.99%-285.5pp |
| Employer contribution / active EE | $16,141 | $6,698+141.0% | $5,919+172.7% | $4,763+238.9% |
| Participant deferral / active EE | $12,702 | $8,405+51.1% | $7,714+64.7% | $5,983+112.3% |
| Admin fee / account holder | $16,590 | $15,406+7.7% | $12,431+33.5% | $11,252+47.5% |