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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 | $194,888 | $183,592+6.2% | $155,567+25.3% | $145,959+33.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.16% | 61.24%-43.1pp | 64.74%-46.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $2,998 | $5,315-43.6% | $4,674-35.9% | $4,661-35.7% |
| Participant deferral / active EE | $11,228 | $6,464+73.7% | $5,628+99.5% | $6,689+67.9% |
| Admin fee / account holder | $7,419 | $19,318-61.6% | $15,916-53.4% | $13,398-44.6% |