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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 | $193,122 | $166,242+16.2% | $165,071+17.0% | $145,884+32.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.19% | 100.44%-89.3pp | 70.17%-59.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $9,550 | $5,283+80.8% | $4,347+119.7% | $4,662+104.8% |
| Participant deferral / active EE | $12,168 | $6,964+74.7% | $6,035+101.6% | $6,690+81.9% |
| Admin fee / account holder | $6,471 | $16,658-61.2% | $12,695-49.0% | $13,392-51.7% |