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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 | $208,267 | $209,336-0.5% | $197,124+5.7% | $137,256+51.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.70% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $6,364 | $6,591-3.4% | $6,227+2.2% | $4,156+53.1% |
| Participant deferral / active EE | $3,086 | $9,614-67.9% | $9,135-66.2% | $6,407-51.8% |
| Admin fee / account holder | $17,175 | $17,308-0.8% | $16,298+5.4% | $12,270+40.0% |