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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 | $180,060 | $172,111+4.6% | $150,298+19.8% | $137,256+31.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.28% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $8,569 | $4,636+84.8% | $4,154+106.3% | $4,156+106.2% |
| Participant deferral / active EE | $8,501 | $6,166+37.9% | $5,453+55.9% | $6,407+32.7% |
| Admin fee / account holder | $3,282 | $16,471-80.1% | $14,116-76.8% | $12,270-73.3% |