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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 | $206,653 | $165,399+24.9% | $149,745+38.0% | $158,982+30.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.61% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $3,975 | $5,105-22.1% | $4,646-14.4% | $4,763-16.5% |
| Participant deferral / active EE | $4,818 | $7,183-32.9% | $6,843-29.6% | $5,983-19.5% |
| Admin fee / account holder | $599 | $10,811-94.5% | $9,312-93.6% | $11,252-94.7% |