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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 | $227,291-0.9% | $214,702+4.9% | $155,188+45.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.92% | 60.08%-47.2pp | 54.55%-41.6pp | 148.84%-135.9pp |
| Employer contribution / active EE | $5,485 | $6,772-19.0% | $6,461-15.1% | $4,248+29.1% |
| Participant deferral / active EE | $12,213 | $9,582+27.5% | $9,147+33.5% | $6,531+87.0% |
| Admin fee / account holder | $388 | $20,413-98.1% | $19,830-98.0% | $14,480-97.3% |