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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 | $203,873 | $227,399-10.3% | $189,758+7.4% | $198,609+2.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.78% | 61.03%-51.3pp | 52.62%-42.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $3,614 | $5,526-34.6% | $4,767-24.2% | $5,055-28.5% |
| Participant deferral / active EE | $10,500 | $6,837+53.6% | $5,856+79.3% | $6,977+50.5% |
| Admin fee / account holder | $36,458 | $25,162+44.9% | $20,388+78.8% | $19,030+91.6% |