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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 | $196,453 | $174,379+12.7% | $152,093+29.2% | $138,895+41.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.40% | 74.86%-62.5pp | 66.36%-54.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $6,684 | $4,652+43.7% | $4,175+60.1% | $4,194+59.3% |
| Participant deferral / active EE | $8,669 | $6,159+40.7% | $5,451+59.0% | $6,396+35.5% |
| Admin fee / account holder | $60,097 | $16,880+256.0% | $14,497+314.6% | $12,562+378.4% |