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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 | $235,562 | $211,105+11.6% | $178,449+32.0% | $145,978+61.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.10% | 30.19%-11.1pp | 27.09%-8.0pp | 550.52%-531.4pp |
| Employer contribution / active EE | $3,762 | $4,569-17.7% | $3,951-4.8% | $4,662-19.3% |
| Participant deferral / active EE | $13,728 | $6,959+97.3% | $6,277+118.7% | $6,690+105.2% |
| Admin fee / account holder | $1,385 | $12,017-88.5% | $10,362-86.6% | $13,400-89.7% |