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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 | $212,570 | $172,111+23.5% | $150,298+41.4% | $137,256+54.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.49% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $15,516 | $4,636+234.7% | $4,154+273.5% | $4,156+273.3% |
| Participant deferral / active EE | $10,235 | $6,166+66.0% | $5,453+87.7% | $6,407+59.8% |
| Admin fee / account holder | $8,581 | $16,471-47.9% | $14,116-39.2% | $12,270-30.1% |