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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 | $184,769 | $185,312-0.3% | $161,489+14.4% | $154,746+19.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.12% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $5,591 | $4,769+17.2% | $4,268+31.0% | $4,379+27.7% |
| Participant deferral / active EE | $8,172 | $6,350+28.7% | $5,630+45.2% | $6,730+21.4% |
| Admin fee / account holder | $2,983 | $18,654-84.0% | $16,006-81.4% | $14,365-79.2% |