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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 | $235,594 | $183,592+28.3% | $155,574+51.4% | $145,877+61.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.76% | 61.37%-47.6pp | 64.87%-51.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $4,762 | $5,317-10.4% | $4,676+1.9% | $4,663+2.1% |
| Participant deferral / active EE | $12,162 | $6,466+88.1% | $5,629+116.1% | $6,691+81.8% |
| Admin fee / account holder | $4,458 | $19,316-76.9% | $15,914-72.0% | $13,402-66.7% |