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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 | $158,992 | $161,352-1.5% | $134,172+18.5% | $137,256+15.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 10.26% | 28.72%-18.5pp | 25.30%-15.0pp | 220.34%-210.1pp |
| Employer contribution / active EE | $12,235 | $4,099+198.5% | $3,420+257.8% | $4,156+194.4% |
| Participant deferral / active EE | $9,020 | $5,552+62.5% | $4,690+92.3% | $6,407+40.8% |
| Admin fee / account holder | $33,102 | $15,028+120.3% | $12,016+175.5% | $12,270+169.8% |