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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 | $197,496 | $176,105+12.1% | $159,474+23.8% | $167,536+17.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.24% | 331.91%-307.7pp | 263.68%-239.4pp | 478.82%-454.6pp |
| Employer contribution / active EE | $5,428 | $5,299+2.4% | $4,831+12.4% | $4,839+12.2% |
| Participant deferral / active EE | $13,938 | $7,751+79.8% | $7,353+89.5% | $6,342+119.8% |
| Admin fee / account holder | $1,554 | $12,559-87.6% | $10,802-85.6% | $12,315-87.4% |