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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 | $189,712 | $201,370-5.8% | $184,256+3.0% | $145,897+30.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 29.05%-12.3pp | 28.85%-12.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $7,603 | $7,024+8.2% | $6,427+18.3% | $4,663+63.1% |
| Participant deferral / active EE | $19,575 | $9,808+99.6% | $9,133+114.3% | $6,689+192.6% |
| Admin fee / account holder | $2,127 | $16,364-87.0% | $13,899-84.7% | $13,390-84.1% |