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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 | $181,260 | $185,312-2.2% | $161,489+12.2% | $154,746+17.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.98% | 103.84%-88.9pp | 89.72%-74.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $7,527 | $4,769+57.8% | $4,268+76.3% | $4,379+71.9% |
| Participant deferral / active EE | $8,607 | $6,350+35.6% | $5,630+52.9% | $6,730+27.9% |
| Admin fee / account holder | $4,680 | $18,654-74.9% | $16,006-70.8% | $14,365-67.4% |