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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 | $208,239 | $162,136+28.4% | $152,301+36.7% | $154,746+34.6% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 12.49% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $7,642 | $4,890+56.3% | $4,624+65.3% | $4,379+74.5% |
| Participant deferral / active EE | $6,677 | $8,341-20.0% | $8,004-16.6% | $6,730-0.8% |
| Admin fee / account holder | $2,600 | $15,759-83.5% | $14,398-81.9% | $14,365-81.9% |