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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 | $211,233 | $181,062+16.7% | $158,223+33.5% | $155,188+36.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.91% | 57.39%-43.5pp | 52.09%-38.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $14,638 | $4,565+220.7% | $4,109+256.3% | $4,248+244.6% |
| Participant deferral / active EE | $8,473 | $6,134+38.1% | $5,467+55.0% | $6,531+29.7% |
| Admin fee / account holder | $149,005 | $18,825+691.5% | $16,047+828.5% | $14,480+929.1% |