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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 | $154,330 | $162,136-4.8% | $152,301+1.3% | $154,746-0.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.22% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $4,918 | $4,890+0.6% | $4,624+6.3% | $4,379+12.3% |
| Participant deferral / active EE | $12,169 | $8,341+45.9% | $8,004+52.0% | $6,730+80.8% |
| Admin fee / account holder | $14,641 | $15,759-7.1% | $14,398+1.7% | $14,365+1.9% |