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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 | $200,382 | $198,457+1.0% | $170,435+17.6% | $147,586+35.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.85% | 257.30%-243.5pp | 205.94%-192.1pp | 578.59%-564.7pp |
| Employer contribution / active EE | $2,885 | $6,183-53.3% | $5,432-46.9% | $4,876-40.8% |
| Participant deferral / active EE | $6,629 | $5,629+17.7% | $4,939+34.2% | $5,439+21.9% |
| Admin fee / account holder | $11,772 | $16,852-30.1% | $13,881-15.2% | $10,886+8.1% |