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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 | $185,077 | $167,362+10.6% | $143,799+28.7% | $134,532+37.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 3.23% | 0.47%+2.8pp | -0.04%+3.3pp | 418.27%-415.0pp |
| Employer contribution / active EE | $6,161 | $5,620+9.6% | $4,952+24.4% | $4,741+29.9% |
| Participant deferral / active EE | $11,255 | $6,447+74.6% | $5,638+99.6% | $6,401+75.8% |
| Admin fee / account holder | $32,992 | $18,094+82.3% | $14,677+124.8% | $11,429+188.7% |