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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 | $116,053 | $115,903+0.1% | $100,528+15.4% | $158,966-27.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 37.36% | 34.80%+2.6pp | 30.90%+6.5pp | 302.95%-265.6pp |
| Employer contribution / active EE | $8,514 | $4,105+107.4% | $3,419+149.0% | $4,762+78.8% |
| Participant deferral / active EE | $6,111 | $6,677-8.5% | $6,271-2.6% | $5,983+2.1% |
| Admin fee / account holder | $1,013 | $11,000-90.8% | $8,084-87.5% | $11,250-91.0% |