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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 | $181,964 | $165,399+10.0% | $149,745+21.5% | $158,982+14.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.38% | 348.34%-335.0pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $11,007 | $5,105+115.6% | $4,646+136.9% | $4,763+131.1% |
| Participant deferral / active EE | $11,214 | $7,183+56.1% | $6,843+63.9% | $5,983+87.4% |
| Admin fee / account holder | $14,140 | $10,811+30.8% | $9,312+51.9% | $11,252+25.7% |