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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 | $185,795 | $176,105+5.5% | $159,474+16.5% | $167,536+10.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.86% | 331.91%-317.0pp | 263.68%-248.8pp | 478.82%-464.0pp |
| Employer contribution / active EE | $3,803 | $5,299-28.2% | $4,831-21.3% | $4,839-21.4% |
| Participant deferral / active EE | $8,354 | $7,751+7.8% | $7,353+13.6% | $6,342+31.7% |
| Admin fee / account holder | $1,466 | $12,559-88.3% | $10,802-86.4% | $12,315-88.1% |