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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 | $178,676 | $154,228+15.9% | $145,433+22.9% | $137,256+30.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.30% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $12,496 | $4,804+160.1% | $4,554+174.4% | $4,156+200.7% |
| Participant deferral / active EE | $12,413 | $8,216+51.1% | $7,897+57.2% | $6,407+93.8% |
| Admin fee / account holder | $6,622 | $14,344-53.8% | $13,129-49.6% | $12,270-46.0% |