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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 | $199,886 | $210,698-5.1% | $178,014+12.3% | $145,959+36.9% |
| Participation rate | 95.0% | 80.8%+14.2pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 15.33% | 386.27%-370.9pp | 294.80%-279.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,002 | $4,567-56.2% | $3,950-49.3% | $4,661-57.0% |
| Participant deferral / active EE | $7,245 | $6,958+4.1% | $6,276+15.4% | $6,689+8.3% |
| Admin fee / account holder | $3,202 | $12,016-73.4% | $10,362-69.1% | $13,398-76.1% |