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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 | $166,219 | $162,821+2.1% | $133,978+24.1% | $158,982+4.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.98% | 41.95%-30.0pp | 45.10%-33.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $10,864 | $4,976+118.3% | $3,919+177.2% | $4,763+128.1% |
| Participant deferral / active EE | $10,200 | $5,910+72.6% | $5,047+102.1% | $5,983+70.5% |
| Admin fee / account holder | $3,984 | $11,742-66.1% | $8,930-55.4% | $11,252-64.6% |