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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 | $214,853 | $227,399-5.5% | $189,758+13.2% | $198,609+8.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 8.10% | 61.03%-52.9pp | 52.62%-44.5pp | 202.70%-194.6pp |
| Employer contribution / active EE | $2,032 | $5,526-63.2% | $4,767-57.4% | $5,055-59.8% |
| Participant deferral / active EE | $8,573 | $6,837+25.4% | $5,856+46.4% | $6,977+22.9% |
| Admin fee / account holder | $3,920 | $25,162-84.4% | $20,388-80.8% | $19,030-79.4% |