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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 | $202,586 | $201,259+0.7% | $184,200+10.0% | $145,959+38.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.64% | 28.98%-16.3pp | 28.80%-16.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $4,671 | $7,018-33.4% | $6,424-27.3% | $4,661+0.2% |
| Participant deferral / active EE | $7,142 | $9,806-27.2% | $9,132-21.8% | $6,689+6.8% |
| Admin fee / account holder | $4,861 | $16,372-70.3% | $13,907-65.0% | $13,398-63.7% |