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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 | $187,023 | $183,592+1.9% | $155,574+20.2% | $145,877+28.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.31% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,335 | $5,317-56.1% | $4,676-50.1% | $4,663-49.9% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,691+52.0% |
| Admin fee / account holder | $1,213 | $19,316-93.7% | $15,914-92.4% | $13,402-91.0% |