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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 | $228,853 | $202,460+13.0% | $169,385+35.1% | $139,456+64.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.92% | 532.07%-514.1pp | 405.82%-387.9pp | 373.45%-355.5pp |
| Employer contribution / active EE | $2,702 | $4,691-42.4% | $4,012-32.6% | $4,753-43.1% |
| Participant deferral / active EE | $8,180 | $6,938+17.9% | $6,221+31.5% | $6,711+21.9% |
| Admin fee / account holder | $14,699 | $10,719+37.1% | $9,011+63.1% | $11,407+28.9% |