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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 | $202,247 | $165,361+22.3% | $149,715+35.1% | $158,950+27.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 12.88% | 348.24%-335.4pp | 276.66%-263.8pp | 302.91%-290.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,091 | $7,182+124.1% | $6,842+135.2% | $5,983+169.0% |
| Admin fee / account holder | $48,888 | $10,808+352.3% | $9,310+425.1% | $11,248+334.6% |