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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 | $190,815 | $156,398+22.0% | $147,318+29.5% | $138,895+37.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.23% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $8,798 | $4,853+81.3% | $4,593+91.6% | $4,194+109.8% |
| Participant deferral / active EE | $7,889 | $8,237-4.2% | $7,906-0.2% | $6,396+23.3% |
| Admin fee / account holder | $2,111 | $14,976-85.9% | $13,708-84.6% | $12,562-83.2% |