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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 | $242,070 | $178,174+35.9% | $156,181+55.0% | $137,256+76.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.34% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $7,033 | $4,972+41.5% | $4,294+63.8% | $4,156+69.2% |
| Participant deferral / active EE | $8,924 | $6,888+29.6% | $6,132+45.5% | $6,407+39.3% |
| Admin fee / account holder | $16,345 | $17,404-6.1% | $14,586+12.1% | $12,270+33.2% |