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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 | $171,621 | $174,379-1.6% | $152,093+12.8% | $138,895+23.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.17% | 74.86%-63.7pp | 66.36%-55.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $6,531 | $4,652+40.4% | $4,175+56.4% | $4,194+55.7% |
| Participant deferral / active EE | $6,320 | $6,159+2.6% | $5,451+15.9% | $6,396-1.2% |
| Admin fee / account holder | $1,123 | $16,880-93.3% | $14,497-92.3% | $12,562-91.1% |