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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 | $161,232 | $209,336-23.0% | $197,124-18.2% | $137,256+17.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.47% | 48.09%-27.6pp | 44.34%-23.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $6,103 | $6,591-7.4% | $6,227-2.0% | $4,156+46.8% |
| Participant deferral / active EE | $8,762 | $9,614-8.9% | $9,135-4.1% | $6,407+36.8% |
| Admin fee / account holder | $12,391 | $17,308-28.4% | $16,298-24.0% | $12,270+1.0% |