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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 | $216,371 | $212,386+1.9% | $199,883+8.2% | $138,895+55.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.03% | 47.75%-26.7pp | 43.81%-22.8pp | 145.39%-124.4pp |
| Employer contribution / active EE | $17,923 | $6,625+170.6% | $6,261+186.3% | $4,194+327.3% |
| Participant deferral / active EE | $17,494 | $9,617+81.9% | $9,138+91.4% | $6,396+173.5% |
| Admin fee / account holder | $406 | $18,233-97.8% | $17,268-97.6% | $12,562-96.8% |