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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 | $188,998 | $157,296+20.2% | $141,191+33.9% | $152,897+23.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.97% | 64.34%-26.4pp | 71.41%-33.4pp | 345.43%-307.5pp |
| Employer contribution / active EE | $5,219 | $5,262-0.8% | $4,736+10.2% | $4,764+9.6% |
| Participant deferral / active EE | $6,817 | $7,111-4.1% | $6,710+1.6% | $5,851+16.5% |
| Admin fee / account holder | $2,539 | $12,125-79.1% | $10,264-75.3% | $11,599-78.1% |