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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 | $179,509 | $154,228+16.4% | $145,433+23.4% | $137,256+30.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.84% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $26,202 | $4,804+445.4% | $4,554+475.3% | $4,156+530.5% |
| Participant deferral / active EE | $22,516 | $8,216+174.0% | $7,897+185.1% | $6,407+251.4% |
| Admin fee / account holder | $1,107 | $14,344-92.3% | $13,129-91.6% | $12,270-91.0% |