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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 | $204,907 | $157,296+30.3% | $141,191+45.1% | $152,897+34.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.37% | 64.34%-42.0pp | 71.41%-49.0pp | 345.43%-323.1pp |
| Employer contribution / active EE | $5,428 | $5,262+3.2% | $4,736+14.6% | $4,764+14.0% |
| Participant deferral / active EE | $11,520 | $7,111+62.0% | $6,710+71.7% | $5,851+96.9% |
| Admin fee / account holder | $69,178 | $12,125+470.5% | $10,264+574.0% | $11,599+496.4% |