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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 | $235,828 | $183,592+28.5% | $155,574+51.6% | $145,877+61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.90% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $9,045 | $5,317+70.1% | $4,676+93.4% | $4,663+94.0% |
| Participant deferral / active EE | $8,843 | $6,466+36.8% | $5,629+57.1% | $6,691+32.2% |
| Admin fee / account holder | $3,505 | $19,316-81.9% | $15,914-78.0% | $13,402-73.9% |