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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 | $164,065 | $174,379-5.9% | $152,093+7.9% | $138,895+18.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.65% | 74.86%-53.2pp | 66.36%-44.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $6,850 | $4,652+47.3% | $4,175+64.1% | $4,194+63.3% |
| Participant deferral / active EE | $27,333 | $6,159+343.8% | $5,451+401.4% | $6,396+327.3% |
| Admin fee / account holder | $1,362 | $16,880-91.9% | $14,497-90.6% | $12,562-89.2% |