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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 | $184,645 | $174,379+5.9% | $152,093+21.4% | $138,895+32.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.69% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,652 | $4,652-64.5% | $4,175-60.4% | $4,194-60.6% |
| Participant deferral / active EE | $9,133 | $6,159+48.3% | $5,451+67.5% | $6,396+42.8% |
| Admin fee / account holder | $3,894 | $16,880-76.9% | $14,497-73.1% | $12,562-69.0% |