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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 | $228,846 | $211,288+8.3% | $178,540+28.2% | $145,884+56.9% |
| Participation rate | 95.8% | 80.8%+15.0pp | 77.1%+18.7pp | 80.3%+15.5pp |
| Annual return | 12.99% | 30.27%-17.3pp | 27.15%-14.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,854 | $6,967+55.8% | $6,281+72.8% | $6,690+62.2% |
| Admin fee / account holder | $1,037 | $12,105-91.4% | $10,424-90.1% | $13,392-92.3% |