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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 | $163,481 | $184,014-11.2% | $161,149+1.4% | $138,895+17.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.44% | 21.52%-4.1pp | 21.16%-3.7pp | 145.39%-128.0pp |
| Employer contribution / active EE | $19,731 | $5,055+290.3% | $4,360+352.5% | $4,194+370.4% |
| Participant deferral / active EE | $11,323 | $6,909+63.9% | $6,153+84.0% | $6,396+77.0% |
| Admin fee / account holder | $345 | $18,027-98.1% | $15,194-97.7% | $12,562-97.3% |