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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 | $231,349 | $254,759-9.2% | $216,567+6.8% | $198,609+16.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 21.44% | 10.04%+11.4pp | 12.94%+8.5pp | 202.70%-181.3pp |
| Employer contribution / active EE | $12,521 | $6,096+105.4% | $5,216+140.1% | $5,055+147.7% |
| Participant deferral / active EE | $19,329 | $6,948+178.2% | $6,191+212.2% | $6,977+177.0% |
| Admin fee / account holder | $1,739 | $26,311-93.4% | $21,981-92.1% | $19,030-90.9% |