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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 | $192,446 | $154,228+24.8% | $145,433+32.3% | $137,256+40.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 42.38% | 74.59%-32.2pp | 66.58%-24.2pp | 220.34%-178.0pp |
| Employer contribution / active EE | $14,728 | $4,804+206.6% | $4,554+223.4% | $4,156+254.4% |
| Participant deferral / active EE | $11,431 | $8,216+39.1% | $7,897+44.7% | $6,407+78.4% |
| Admin fee / account holder | $5,702 | $14,344-60.2% | $13,129-56.6% | $12,270-53.5% |