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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 | $221,588 | $223,823-1.0% | $211,142+4.9% | $154,746+43.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.92% | 50.39%-26.5pp | 46.84%-22.9pp | 172.34%-148.4pp |
| Employer contribution / active EE | $5,952 | $6,787-12.3% | $6,442-7.6% | $4,379+35.9% |
| Participant deferral / active EE | $8,008 | $9,750-17.9% | $9,284-13.7% | $6,730+19.0% |
| Admin fee / account holder | $30,426 | $19,707+54.4% | $19,076+59.5% | $14,365+111.8% |