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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 | $193,793 | $129,737+49.4% | $119,126+62.7% | $154,746+25.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.40% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $4,997 | $4,375+14.2% | $4,034+23.9% | $4,379+14.1% |
| Participant deferral / active EE | $19,907 | $5,842+240.8% | $5,318+274.3% | $6,730+195.8% |
| Admin fee / account holder | $14,457 | $11,961+20.9% | $10,693+35.2% | $14,365+0.6% |