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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 | $195,872 | $154,228+27.0% | $145,433+34.7% | $137,256+42.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.30% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,771 | $4,804-42.3% | $4,554-39.2% | $4,156-33.3% |
| Participant deferral / active EE | $11,154 | $8,216+35.8% | $7,897+41.2% | $6,407+74.1% |
| Admin fee / account holder | $7,270 | $14,344-49.3% | $13,129-44.6% | $12,270-40.7% |