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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 | $204,115 | $166,131+22.9% | $164,975+23.7% | $145,877+39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.99% | 100.37%-78.4pp | 70.12%-48.1pp | 551.28%-529.3pp |
| Employer contribution / active EE | $5,235 | $5,276-0.8% | $4,343+20.6% | $4,663+12.3% |
| Participant deferral / active EE | $8,613 | $6,962+23.7% | $6,033+42.8% | $6,691+28.7% |
| Admin fee / account holder | $601 | $16,648-96.4% | $12,688-95.3% | $13,402-95.5% |