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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 | $175,893 | $172,111+2.2% | $150,298+17.0% | $137,256+28.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.35% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,631 | $4,636+21.4% | $4,154+35.5% | $4,156+35.5% |
| Participant deferral / active EE | $16,485 | $6,166+167.4% | $5,453+202.3% | $6,407+157.3% |
| Admin fee / account holder | $15,650 | $16,471-5.0% | $14,116+10.9% | $12,270+27.5% |