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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 | $223,567 | $197,637+13.1% | $177,848+25.7% | $158,982+40.6% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 17.52% | 58.77%-41.2pp | 48.33%-30.8pp | 302.99%-285.5pp |
| Employer contribution / active EE | $2,406 | $6,698-64.1% | $5,919-59.3% | $4,763-49.5% |
| Participant deferral / active EE | $7,921 | $8,405-5.8% | $7,714+2.7% | $5,983+32.4% |
| Admin fee / account holder | $482 | $15,406-96.9% | $12,431-96.1% | $11,252-95.7% |