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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 | $237,437 | $156,398+51.8% | $147,318+61.2% | $138,895+70.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.54% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $7,297 | $4,853+50.3% | $4,593+58.9% | $4,194+74.0% |
| Participant deferral / active EE | $4,847 | $8,237-41.2% | $7,906-38.7% | $6,396-24.2% |
| Admin fee / account holder | $1,765 | $14,976-88.2% | $13,708-87.1% | $12,562-86.0% |