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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 | $160,346 | $185,312-13.5% | $161,489-0.7% | $154,746+3.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.98% | 103.84%-83.9pp | 89.72%-69.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $18,525 | $4,769+288.4% | $4,268+334.0% | $4,379+323.0% |
| Participant deferral / active EE | $8,859 | $6,350+39.5% | $5,630+57.4% | $6,730+31.6% |
| Admin fee / account holder | $5,700 | $18,654-69.4% | $16,006-64.4% | $14,365-60.3% |