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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 | $179,209 | $157,276+13.9% | $141,177+26.9% | $152,885+17.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.23% | 64.33%-36.1pp | 71.40%-43.2pp | 345.39%-317.2pp |
| Employer contribution / active EE | $9,458 | $5,262+79.8% | $4,736+99.7% | $4,763+98.6% |
| Participant deferral / active EE | $9,983 | $7,110+40.4% | $6,710+48.8% | $5,851+70.6% |
| Admin fee / account holder | $13,564 | $12,123+11.9% | $10,263+32.2% | $11,598+16.9% |