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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 | $224,704 | $178,174+26.1% | $156,181+43.9% | $137,256+63.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.33% | 84.19%-73.9pp | 64.87%-54.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,556 | $4,972-28.5% | $4,294-17.2% | $4,156-14.4% |
| Participant deferral / active EE | $12,573 | $6,888+82.5% | $6,132+105.0% | $6,407+96.3% |
| Admin fee / account holder | $20,571 | $17,404+18.2% | $14,586+41.0% | $12,270+67.7% |