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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 | $232,324 | $165,399+40.5% | $149,745+55.1% | $158,982+46.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.93% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $6,581 | $5,105+28.9% | $4,646+41.7% | $4,763+38.2% |
| Participant deferral / active EE | $10,214 | $7,183+42.2% | $6,843+49.3% | $5,983+70.7% |
| Admin fee / account holder | $1,144 | $10,811-89.4% | $9,312-87.7% | $11,252-89.8% |