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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 | $173,856 | $165,399+5.1% | $149,745+16.1% | $158,982+9.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.31% | 348.34%-328.0pp | 276.72%-256.4pp | 302.99%-282.7pp |
| Employer contribution / active EE | $2,472 | $5,105-51.6% | $4,646-46.8% | $4,763-48.1% |
| Participant deferral / active EE | $22,750 | $7,183+216.7% | $6,843+232.5% | $5,983+280.2% |
| Admin fee / account holder | $2,627 | $10,811-75.7% | $9,312-71.8% | $11,252-76.7% |