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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 | $234,368 | $172,111+36.2% | $150,298+55.9% | $137,256+70.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.97% | 69.37%-43.4pp | 62.79%-36.8pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,467 | $4,636-25.2% | $4,154-16.5% | $4,156-16.6% |
| Participant deferral / active EE | $18,967 | $6,166+207.6% | $5,453+247.8% | $6,407+196.0% |
| Admin fee / account holder | $972 | $16,471-94.1% | $14,116-93.1% | $12,270-92.1% |