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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 | $179,628 | $181,062-0.8% | $158,223+13.5% | $155,188+15.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.26% | 57.39%-39.1pp | 52.09%-33.8pp | 148.84%-130.6pp |
| Employer contribution / active EE | $8,546 | $4,565+87.2% | $4,109+108.0% | $4,248+101.2% |
| Participant deferral / active EE | $4,423 | $6,134-27.9% | $5,467-19.1% | $6,531-32.3% |
| Admin fee / account holder | $25,009 | $18,825+32.9% | $16,047+55.8% | $14,480+72.7% |