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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 | $243,645 | $178,174+36.7% | $156,181+56.0% | $137,256+77.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.15% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $9,785 | $4,972+96.8% | $4,294+127.9% | $4,156+135.4% |
| Participant deferral / active EE | $11,443 | $6,888+66.1% | $6,132+86.6% | $6,407+78.6% |
| Admin fee / account holder | $42,534 | $17,404+144.4% | $14,586+191.6% | $12,270+246.6% |