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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 | $177,881 | $167,533+6.2% | $151,645+17.3% | $134,545+32.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 7.26% | 7.81%-0.6pp | 3.34%+3.9pp | 418.37%-411.1pp |
| Employer contribution / active EE | $13,518 | $6,828+98.0% | $6,165+119.3% | $4,742+185.1% |
| Participant deferral / active EE | $10,105 | $8,985+12.5% | $8,363+20.8% | $6,401+57.9% |
| Admin fee / account holder | $8,207 | $13,781-40.4% | $11,614-29.3% | $11,431-28.2% |