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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 | $162,591 | $156,398+4.0% | $147,318+10.4% | $138,895+17.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.98% | 78.75%-62.8pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $4,908 | $4,853+1.1% | $4,593+6.9% | $4,194+17.0% |
| Participant deferral / active EE | $13,870 | $8,237+68.4% | $7,906+75.4% | $6,396+116.8% |
| Admin fee / account holder | $27,045 | $14,976+80.6% | $13,708+97.3% | $12,562+115.3% |