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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 | $181,618 | $154,228+17.8% | $145,433+24.9% | $137,256+32.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.78% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $9,230 | $4,804+92.1% | $4,554+102.7% | $4,156+122.1% |
| Participant deferral / active EE | $9,165 | $8,216+11.5% | $7,897+16.0% | $6,407+43.0% |
| Admin fee / account holder | $15,359 | $14,344+7.1% | $13,129+17.0% | $12,270+25.2% |