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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 | $227,808 | $217,432+4.8% | $185,851+22.6% | $167,553+36.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.54% | 148.43%-133.9pp | 122.11%-107.6pp | 478.89%-464.4pp |
| Employer contribution / active EE | $10,737 | $5,874+82.8% | $5,168+107.7% | $4,840+121.9% |
| Participant deferral / active EE | $8,545 | $6,357+34.4% | $5,569+53.5% | $6,343+34.7% |
| Admin fee / account holder | $2,851 | $19,820-85.6% | $16,245-82.4% | $12,316-76.9% |