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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 | $206,007 | $172,111+19.7% | $150,298+37.1% | $137,256+50.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.36% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,010 | $4,636-35.1% | $4,154-27.6% | $4,156-27.6% |
| Participant deferral / active EE | $8,894 | $6,166+44.2% | $5,453+63.1% | $6,407+38.8% |
| Admin fee / account holder | $1,567 | $16,471-90.5% | $14,116-88.9% | $12,270-87.2% |