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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 | $189,017 | $183,516+3.0% | $155,534+21.5% | $145,884+29.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.40% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,007 | $5,315-62.2% | $4,675-57.1% | $4,662-56.9% |
| Participant deferral / active EE | $8,814 | $6,467+36.3% | $5,630+56.5% | $6,690+31.8% |
| Admin fee / account holder | $24,053 | $19,293+24.7% | $15,900+51.3% | $13,392+79.6% |