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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 | $230,764 | $201,370+14.6% | $184,256+25.2% | $145,897+58.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.48% | 29.05%-8.6pp | 28.85%-8.4pp | 552.29%-531.8pp |
| Employer contribution / active EE | $4,442 | $7,024-36.8% | $6,427-30.9% | $4,663-4.7% |
| Participant deferral / active EE | $22,992 | $9,808+134.4% | $9,133+151.7% | $6,689+243.7% |
| Admin fee / account holder | $3,071 | $16,364-81.2% | $13,899-77.9% | $13,390-77.1% |