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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 | $175,825 | $174,379+0.8% | $152,093+15.6% | $138,895+26.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.02% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $13,038 | $4,652+180.3% | $4,175+212.3% | $4,194+210.8% |
| Participant deferral / active EE | $4,033 | $6,159-34.5% | $5,451-26.0% | $6,396-37.0% |
| Admin fee / account holder | $2,002 | $16,880-88.1% | $14,497-86.2% | $12,562-84.1% |