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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 | $219,674 | $175,231+25.4% | $149,696+46.7% | $139,466+57.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.20% | 166.77%-155.6pp | 134.46%-123.3pp | 373.66%-362.5pp |
| Employer contribution / active EE | $8,440 | $5,478+54.1% | $4,821+75.1% | $4,754+77.5% |
| Participant deferral / active EE | $10,253 | $6,521+57.2% | $5,682+80.4% | $6,712+52.8% |
| Admin fee / account holder | $11,439 | $16,155-29.2% | $13,212-13.4% | $11,409+0.3% |