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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 | $194,830 | $183,592+6.1% | $155,574+25.2% | $145,877+33.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.44% | 61.37%-28.9pp | 64.87%-32.4pp | 551.28%-518.8pp |
| Employer contribution / active EE | $3,044 | $5,317-42.7% | $4,676-34.9% | $4,663-34.7% |
| Participant deferral / active EE | $18,797 | $6,466+190.7% | $5,629+233.9% | $6,691+180.9% |
| Admin fee / account holder | $1,912 | $19,316-90.1% | $15,914-88.0% | $13,402-85.7% |