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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 | $158,281 | $154,228+2.6% | $145,433+8.8% | $137,256+15.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.58% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,347 | $4,804-51.1% | $4,554-48.5% | $4,156-43.5% |
| Participant deferral / active EE | $12,133 | $8,216+47.7% | $7,897+53.6% | $6,407+89.4% |
| Admin fee / account holder | $304 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |