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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 | $247,714 | $174,379+42.1% | $152,093+62.9% | $138,895+78.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.35% | 74.86%-51.5pp | 66.36%-43.0pp | 145.39%-122.0pp |
| Employer contribution / active EE | $5,932 | $4,652+27.5% | $4,175+42.1% | $4,194+41.4% |
| Participant deferral / active EE | $5,982 | $6,159-2.9% | $5,451+9.7% | $6,396-6.5% |
| Admin fee / account holder | $14,497 | $16,880-14.1% | $14,4970% | $12,562+15.4% |