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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 | $191,297 | $148,623+28.7% | $135,974+40.7% | $139,466+37.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.08% | 79.30%-65.2pp | 68.30%-54.2pp | 373.66%-359.6pp |
| Employer contribution / active EE | $8,037 | $5,246+53.2% | $4,859+65.4% | $4,754+69.0% |
| Participant deferral / active EE | $31,648 | $8,103+290.6% | $7,760+307.8% | $6,712+371.5% |
| Admin fee / account holder | $8,533 | $12,406-31.2% | $10,767-20.7% | $11,409-25.2% |