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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 | $206,330 | $157,296+31.2% | $141,191+46.1% | $152,897+34.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.12% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $8,063 | $5,262+53.2% | $4,736+70.3% | $4,764+69.3% |
| Participant deferral / active EE | $2,857 | $7,111-59.8% | $6,710-57.4% | $5,851-51.2% |
| Admin fee / account holder | $53,237 | $12,125+339.1% | $10,264+418.7% | $11,599+359.0% |