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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 | $231,038 | $181,062+27.6% | $158,223+46.0% | $155,188+48.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.89% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-136.0pp |
| Employer contribution / active EE | $4,751 | $4,565+4.1% | $4,109+15.6% | $4,248+11.8% |
| Participant deferral / active EE | $8,364 | $6,134+36.3% | $5,467+53.0% | $6,531+28.1% |
| Admin fee / account holder | $29,718 | $18,825+57.9% | $16,047+85.2% | $14,480+105.2% |