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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 | $249,839 | $183,592+36.1% | $155,567+60.6% | $145,959+71.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.62% | 61.24%-43.6pp | 64.74%-47.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $3,361 | $5,315-36.8% | $4,674-28.1% | $4,661-27.9% |
| Participant deferral / active EE | $8,184 | $6,464+26.6% | $5,628+45.4% | $6,689+22.4% |
| Admin fee / account holder | $596 | $19,318-96.9% | $15,916-96.3% | $13,398-95.6% |