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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 | $179,635 | $166,089+8.2% | $164,928+8.9% | $145,978+23.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.06% | 100.26%-84.2pp | 70.08%-54.0pp | 550.52%-534.5pp |
| Employer contribution / active EE | $8,401 | $5,276+59.2% | $4,343+93.4% | $4,662+80.2% |
| Participant deferral / active EE | $10,016 | $6,961+43.9% | $6,034+66.0% | $6,690+49.7% |
| Admin fee / account holder | $378 | $16,641-97.7% | $12,684-97.0% | $13,400-97.2% |