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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 | $212,700 | $162,136+31.2% | $152,301+39.7% | $154,746+37.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.61% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $5,814 | $4,890+18.9% | $4,624+25.7% | $4,379+32.8% |
| Participant deferral / active EE | $14,395 | $8,341+72.6% | $8,004+79.9% | $6,730+113.9% |
| Admin fee / account holder | $1,939 | $15,759-87.7% | $14,398-86.5% | $14,365-86.5% |