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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 | $161,234 | $254,759-36.7% | $216,567-25.6% | $198,609-18.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.82% | 10.04%+2.8pp | 12.94%-0.1pp | 202.70%-189.9pp |
| Employer contribution / active EE | $18,178 | $6,096+198.2% | $5,216+248.5% | $5,055+259.6% |
| Participant deferral / active EE | $31,000 | $6,948+346.2% | $6,191+400.8% | $6,977+344.3% |
| Admin fee / account holder | $567 | $26,311-97.8% | $21,981-97.4% | $19,030-97.0% |