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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 | $219,752 | $165,361+32.9% | $149,715+46.8% | $158,950+38.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.93% | 348.24%-334.3pp | 276.66%-262.7pp | 302.91%-289.0pp |
| Employer contribution / active EE | $10,590 | $5,103+107.5% | $4,645+128.0% | $4,762+122.4% |
| Participant deferral / active EE | $10,673 | $7,182+48.6% | $6,842+56.0% | $5,983+78.4% |
| Admin fee / account holder | $46,229 | $10,808+327.7% | $9,310+396.6% | $11,248+311.0% |