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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 | $189,162 | $156,398+20.9% | $147,318+28.4% | $138,895+36.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.82% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,863 | $4,853-61.6% | $4,593-59.4% | $4,194-55.6% |
| Participant deferral / active EE | $32,210 | $8,237+291.0% | $7,906+307.4% | $6,396+403.6% |
| Admin fee / account holder | $8,043 | $14,976-46.3% | $13,708-41.3% | $12,562-36.0% |