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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 | $232,569 | $209,428+11.0% | $178,498+30.3% | $158,950+46.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.21% | 188.78%-175.6pp | 151.09%-137.9pp | 302.91%-289.7pp |
| Employer contribution / active EE | $5,400 | $5,707-5.4% | $5,011+7.8% | $4,762+13.4% |
| Participant deferral / active EE | $13,241 | $5,955+122.3% | $5,202+154.5% | $5,983+121.3% |
| Admin fee / account holder | $1,672 | $17,077-90.2% | $13,985-88.0% | $11,248-85.1% |