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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 | $201,124 | $172,111+16.9% | $150,298+33.8% | $137,256+46.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.86% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $10,525 | $4,636+127.0% | $4,154+153.4% | $4,156+153.2% |
| Participant deferral / active EE | $9,503 | $6,166+54.1% | $5,453+74.3% | $6,407+48.3% |
| Admin fee / account holder | $382 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |