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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 | $246,763 | $223,823+10.2% | $211,142+16.9% | $154,746+59.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.62% | 50.39%-32.8pp | 46.84%-29.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $3,762 | $6,787-44.6% | $6,442-41.6% | $4,379-14.1% |
| Participant deferral / active EE | $8,669 | $9,750-11.1% | $9,284-6.6% | $6,730+28.8% |
| Admin fee / account holder | $27,205 | $19,707+38.0% | $19,076+42.6% | $14,365+89.4% |