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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 | $162,149 | $174,379-7.0% | $152,093+6.6% | $138,895+16.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.61% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $7,630 | $4,652+64.0% | $4,175+82.8% | $4,194+81.9% |
| Participant deferral / active EE | $9,297 | $6,159+50.9% | $5,451+70.5% | $6,396+45.4% |
| Admin fee / account holder | $478 | $16,880-97.2% | $14,497-96.7% | $12,562-96.2% |