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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 | $163,686 | $181,062-9.6% | $158,223+3.5% | $155,188+5.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.28% | 57.39%-46.1pp | 52.09%-40.8pp | 148.84%-137.6pp |
| Employer contribution / active EE | $8,419 | $4,565+84.4% | $4,109+104.9% | $4,248+98.2% |
| Participant deferral / active EE | $6,897 | $6,134+12.4% | $5,467+26.2% | $6,531+5.6% |
| Admin fee / account holder | $512 | $18,825-97.3% | $16,047-96.8% | $14,480-96.5% |