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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 | $186,032 | $172,111+8.1% | $150,298+23.8% | $137,256+35.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.52% | 69.37%-56.8pp | 62.79%-50.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $9,861 | $4,636+112.7% | $4,154+137.4% | $4,156+137.3% |
| Participant deferral / active EE | $12,553 | $6,166+103.6% | $5,453+130.2% | $6,407+95.9% |
| Admin fee / account holder | $69,893 | $16,471+324.3% | $14,116+395.1% | $12,270+469.6% |