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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 | $199,222 | $178,174+11.8% | $156,181+27.6% | $137,256+45.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.32% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $9,102 | $4,972+83.1% | $4,294+112.0% | $4,156+119.0% |
| Participant deferral / active EE | $8,906 | $6,888+29.3% | $6,132+45.2% | $6,407+39.0% |
| Admin fee / account holder | $135,931 | $17,404+681.0% | $14,586+831.9% | $12,270+1007.8% |