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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 | $167,211 | $199,109-16.0% | $173,730-3.8% | $154,746+8.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.25% | 20.02%-9.8pp | 19.96%-9.7pp | 172.34%-162.1pp |
| Employer contribution / active EE | $8,275 | $5,311+55.8% | $4,577+80.8% | $4,379+89.0% |
| Participant deferral / active EE | $7,098 | $7,113-0.2% | $6,326+12.2% | $6,730+5.5% |
| Admin fee / account holder | $55,259 | $20,916+164.2% | $17,523+215.3% | $14,365+284.7% |