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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 | $223,869 | $155,555+43.9% | $146,866+52.4% | $155,188+44.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.72% | 115.41%-95.7pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $3,882 | $4,647-16.5% | $4,425-12.3% | $4,248-8.6% |
| Participant deferral / active EE | $13,660 | $8,044+69.8% | $7,759+76.0% | $6,531+109.2% |
| Admin fee / account holder | $49,978 | $14,755+238.7% | $13,620+266.9% | $14,480+245.2% |