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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 | $216,447 | $165,399+30.9% | $149,745+44.5% | $158,982+36.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.06% | 348.34%-303.3pp | 276.72%-231.7pp | 302.99%-257.9pp |
| Employer contribution / active EE | $5,032 | $5,105-1.4% | $4,646+8.3% | $4,763+5.7% |
| Participant deferral / active EE | $6,219 | $7,183-13.4% | $6,843-9.1% | $5,983+3.9% |
| Admin fee / account holder | $1,459 | $10,811-86.5% | $9,312-84.3% | $11,252-87.0% |