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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 | $210,299 | $185,312+13.5% | $161,489+30.2% | $154,746+35.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.79% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,101 | $4,769-35.0% | $4,268-27.3% | $4,379-29.2% |
| Participant deferral / active EE | $7,951 | $6,350+25.2% | $5,630+41.2% | $6,730+18.1% |
| Admin fee / account holder | $8,070 | $18,654-56.7% | $16,006-49.6% | $14,365-43.8% |