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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 | $232,123 | $165,399+40.3% | $149,745+55.0% | $158,982+46.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.40% | 348.34%-326.9pp | 276.72%-255.3pp | 302.99%-281.6pp |
| Employer contribution / active EE | $10,143 | $5,105+98.7% | $4,646+118.3% | $4,763+113.0% |
| Participant deferral / active EE | $14,118 | $7,183+96.6% | $6,843+106.3% | $5,983+135.9% |
| Admin fee / account holder | $3,070 | $10,811-71.6% | $9,312-67.0% | $11,252-72.7% |