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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 | $187,698 | $197,625-5.0% | $177,840+5.5% | $158,966+18.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.49% | 58.76%-51.3pp | 48.32%-40.8pp | 302.95%-295.5pp |
| Employer contribution / active EE | $3,803 | $6,698-43.2% | $5,919-35.7% | $4,762-20.1% |
| Participant deferral / active EE | $17,098 | $8,405+103.4% | $7,714+121.7% | $5,983+185.8% |
| Admin fee / account holder | $809 | $15,405-94.7% | $12,431-93.5% | $11,250-92.8% |