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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 | $187,720 | $148,623+26.3% | $135,974+38.1% | $139,466+34.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.19% | 79.30%-57.1pp | 68.30%-46.1pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,502 | $5,246-71.4% | $4,859-69.1% | $4,754-68.4% |
| Participant deferral / active EE | $11,291 | $8,103+39.3% | $7,760+45.5% | $6,712+68.2% |
| Admin fee / account holder | $555 | $12,406-95.5% | $10,767-94.8% | $11,409-95.1% |