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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 | $222,641 | $223,823-0.5% | $211,142+5.4% | $154,746+43.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.76% | 50.39%-32.6pp | 46.84%-29.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $4,411 | $6,787-35.0% | $6,442-31.5% | $4,379+0.7% |
| Participant deferral / active EE | $15,955 | $9,750+63.6% | $9,284+71.9% | $6,730+137.1% |
| Admin fee / account holder | $351 | $19,707-98.2% | $19,076-98.2% | $14,365-97.6% |