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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 | $247,851 | $183,592+35.0% | $155,574+59.3% | $145,877+69.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.34% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $5,781 | $5,317+8.7% | $4,676+23.6% | $4,663+24.0% |
| Participant deferral / active EE | $9,288 | $6,466+43.6% | $5,629+65.0% | $6,691+38.8% |
| Admin fee / account holder | $1,906 | $19,316-90.1% | $15,914-88.0% | $13,402-85.8% |