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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 | $159,244 | $154,228+3.3% | $145,433+9.5% | $137,256+16.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.49% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $14,875 | $4,804+209.6% | $4,554+226.6% | $4,156+257.9% |
| Participant deferral / active EE | $8,238 | $8,216+0.3% | $7,897+4.3% | $6,407+28.6% |
| Admin fee / account holder | $1,222 | $14,344-91.5% | $13,129-90.7% | $12,270-90.0% |