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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 | $214,904 | $197,637+8.7% | $177,848+20.8% | $158,982+35.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.12% | 58.77%-50.7pp | 48.33%-40.2pp | 302.99%-294.9pp |
| Employer contribution / active EE | $7,437 | $6,698+11.0% | $5,919+25.7% | $4,763+56.1% |
| Participant deferral / active EE | $22,892 | $8,405+172.4% | $7,714+196.8% | $5,983+282.6% |
| Admin fee / account holder | $9,068 | $15,406-41.1% | $12,431-27.1% | $11,252-19.4% |