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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 | $225,282 | $209,336+7.6% | $197,124+14.3% | $137,256+64.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.92% | 48.09%-35.2pp | 44.34%-31.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,485 | $6,591-16.8% | $6,227-11.9% | $4,156+32.0% |
| Participant deferral / active EE | $12,213 | $9,614+27.0% | $9,135+33.7% | $6,407+90.6% |
| Admin fee / account holder | $388 | $17,308-97.8% | $16,298-97.6% | $12,270-96.8% |