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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 | $182,026 | $157,296+15.7% | $141,191+28.9% | $152,897+19.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.51% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $3,898 | $5,262-25.9% | $4,736-17.7% | $4,764-18.2% |
| Participant deferral / active EE | $8,122 | $7,111+14.2% | $6,710+21.0% | $5,851+38.8% |
| Admin fee / account holder | $47,347 | $12,125+290.5% | $10,264+361.3% | $11,599+308.2% |