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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 | $235,339 | $201,259+16.9% | $184,200+27.8% | $145,959+61.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.50% | 28.98%-14.5pp | 28.80%-14.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $6,226 | $7,018-11.3% | $6,424-3.1% | $4,661+33.6% |
| Participant deferral / active EE | $17,251 | $9,806+75.9% | $9,132+88.9% | $6,689+157.9% |
| Admin fee / account holder | $1,876 | $16,372-88.5% | $13,907-86.5% | $13,398-86.0% |