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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 | $192,717 | $183,539+5.0% | $155,556+23.9% | $145,897+32.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.97% | 61.31%-49.3pp | 64.84%-52.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,112 | $5,315-79.1% | $4,675-76.2% | $4,663-76.1% |
| Participant deferral / active EE | $8,369 | $6,467+29.4% | $5,631+48.6% | $6,689+25.1% |
| Admin fee / account holder | $4,923 | $19,275-74.5% | $15,885-69.0% | $13,390-63.2% |