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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 | $204,332 | $185,883+9.9% | $170,043+20.2% | $139,466+46.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.09% | 60.54%-44.4pp | 53.40%-37.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $17,857 | $7,596+135.1% | $6,790+163.0% | $4,754+275.6% |
| Participant deferral / active EE | $11,618 | $11,626-0.1% | $10,410+11.6% | $6,712+73.1% |
| Admin fee / account holder | $4,139 | $15,393-73.1% | $12,824-67.7% | $11,409-63.7% |