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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 | $219,658 | $209,336+4.9% | $197,124+11.4% | $137,256+60.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 66.52% | 48.09%+18.4pp | 44.34%+22.2pp | 220.34%-153.8pp |
| Employer contribution / active EE | $4,800 | $6,591-27.2% | $6,227-22.9% | $4,156+15.5% |
| Participant deferral / active EE | $27,250 | $9,614+183.4% | $9,135+198.3% | $6,407+325.3% |
| Admin fee / account holder | $305 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |