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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 | $214,535 | $209,336+2.5% | $197,124+8.8% | $137,256+56.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.70% | 48.09%-27.4pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,426 | $6,591-32.9% | $6,227-28.9% | $4,156+6.5% |
| Participant deferral / active EE | $10,509 | $9,614+9.3% | $9,135+15.0% | $6,407+64.0% |
| Admin fee / account holder | $8,971 | $17,308-48.2% | $16,298-45.0% | $12,270-26.9% |