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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 | $152,571 | $156,398-2.4% | $147,318+3.6% | $138,895+9.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.31% | 78.75%-57.4pp | 70.43%-49.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $8,268 | $4,853+70.4% | $4,593+80.0% | $4,194+97.1% |
| Participant deferral / active EE | $23,426 | $8,237+184.4% | $7,906+196.3% | $6,396+266.2% |
| Admin fee / account holder | $1,238 | $14,976-91.7% | $13,708-91.0% | $12,562-90.1% |