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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 | $223,437 | $197,603+13.1% | $177,827+25.6% | $158,950+40.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.73% | 58.76%-37.0pp | 48.32%-26.6pp | 302.91%-281.2pp |
| Employer contribution / active EE | $15,051 | $6,698+124.7% | $5,918+154.3% | $4,762+216.1% |
| Participant deferral / active EE | $11,562 | $8,404+37.6% | $7,713+49.9% | $5,983+93.3% |
| Admin fee / account holder | $13,093 | $15,402-15.0% | $12,429+5.3% | $11,248+16.4% |