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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 | $180,060 | $185,312-2.8% | $161,489+11.5% | $154,746+16.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.28% | 103.84%-91.6pp | 89.72%-77.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $8,569 | $4,769+79.7% | $4,268+100.7% | $4,379+95.7% |
| Participant deferral / active EE | $8,501 | $6,350+33.9% | $5,630+51.0% | $6,730+26.3% |
| Admin fee / account holder | $3,282 | $18,654-82.4% | $16,006-79.5% | $14,365-77.2% |