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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 | $168,336 | $162,136+3.8% | $152,301+10.5% | $154,746+8.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.26% | 91.02%-72.8pp | 80.50%-62.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $6,000 | $4,890+22.7% | $4,624+29.7% | $4,379+37.0% |
| Participant deferral / active EE | $22,500 | $8,341+169.8% | $8,004+181.1% | $6,730+234.3% |
| Admin fee / account holder | $1,344 | $15,759-91.5% | $14,398-90.7% | $14,365-90.6% |