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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 | $178,640 | $154,228+15.8% | $145,433+22.8% | $137,256+30.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.48% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,495 | $4,804-68.9% | $4,554-67.2% | $4,156-64.0% |
| Participant deferral / active EE | $5,039 | $8,216-38.7% | $7,897-36.2% | $6,407-21.3% |
| Admin fee / account holder | $1,903 | $14,344-86.7% | $13,129-85.5% | $12,270-84.5% |