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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 | $187,529 | $182,442+2.8% | $163,379+14.8% | $138,895+35.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.28% | 72.74%-57.5pp | 63.41%-48.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $9,530 | $4,159+129.1% | $3,752+154.0% | $4,194+127.2% |
| Participant deferral / active EE | $10,973 | $6,817+61.0% | $6,282+74.7% | $6,396+71.6% |
| Admin fee / account holder | $2,098 | $10,396-79.8% | $9,818-78.6% | $12,562-83.3% |