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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 | $178,174-9.5% | $156,181+3.2% | $137,256+17.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.82% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $18,178 | $4,972+265.6% | $4,294+323.3% | $4,156+337.4% |
| Participant deferral / active EE | $31,000 | $6,888+350.1% | $6,132+405.5% | $6,407+383.9% |
| Admin fee / account holder | $567 | $17,404-96.7% | $14,586-96.1% | $12,270-95.4% |