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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 | $199,284 | $201,259-1.0% | $184,200+8.2% | $145,959+36.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.51% | 28.98%-12.5pp | 28.80%-12.3pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,809 | $7,018-74.2% | $6,424-71.8% | $4,661-61.2% |
| Participant deferral / active EE | $11,475 | $9,806+17.0% | $9,132+25.7% | $6,689+71.6% |
| Admin fee / account holder | $5,781 | $16,372-64.7% | $13,907-58.4% | $13,398-56.9% |