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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 | $249,825 | $183,539+36.1% | $155,556+60.6% | $145,897+71.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.02% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,327 | $5,315-56.2% | $4,675-50.2% | $4,663-50.1% |
| Participant deferral / active EE | $8,639 | $6,467+33.6% | $5,631+53.4% | $6,689+29.2% |
| Admin fee / account holder | $1,683 | $19,275-91.3% | $15,885-89.4% | $13,390-87.4% |