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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 | $228,660 | $183,627+24.5% | $155,602+47.0% | $145,978+56.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.56% | 61.32%-44.8pp | 64.81%-48.2pp | 550.52%-534.0pp |
| Employer contribution / active EE | $11,365 | $5,316+113.8% | $4,675+143.1% | $4,662+143.8% |
| Participant deferral / active EE | $8,081 | $6,466+25.0% | $5,629+43.6% | $6,690+20.8% |
| Admin fee / account holder | $603 | $19,327-96.9% | $15,923-96.2% | $13,400-95.5% |