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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 | $205,866 | $209,422-1.7% | $178,503+15.3% | $158,982+29.5% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 6.41% | 188.81%-182.4pp | 151.12%-144.7pp | 302.99%-296.6pp |
| Employer contribution / active EE | $5,708 | $5,7070% | $5,011+13.9% | $4,763+19.8% |
| Participant deferral / active EE | $7,652 | $5,955+28.5% | $5,202+47.1% | $5,983+27.9% |
| Admin fee / account holder | $29,162 | $17,079+70.7% | $13,987+108.5% | $11,252+159.2% |