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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 | $213,922 | $211,105+1.3% | $178,449+19.9% | $145,978+46.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.20% | 30.19%-13.0pp | 27.09%-9.9pp | 550.52%-533.3pp |
| Employer contribution / active EE | $14,868 | $4,569+225.4% | $3,951+276.3% | $4,662+218.9% |
| Participant deferral / active EE | $9,757 | $6,959+40.2% | $6,277+55.5% | $6,690+45.9% |
| Admin fee / account holder | $562 | $12,017-95.3% | $10,362-94.6% | $13,400-95.8% |