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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 | $182,947 | $199,109-8.1% | $173,730+5.3% | $154,746+18.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.75% | 20.02%+0.7pp | 19.96%+0.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $8,304 | $5,311+56.3% | $4,577+81.4% | $4,379+89.6% |
| Participant deferral / active EE | $17,312 | $7,113+143.4% | $6,326+173.6% | $6,730+157.2% |
| Admin fee / account holder | $6,853 | $20,916-67.2% | $17,523-60.9% | $14,365-52.3% |