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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 | $238,224 | $165,399+44.0% | $149,745+59.1% | $158,982+49.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.14% | 348.34%-333.2pp | 276.72%-261.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $9,425 | $5,105+84.6% | $4,646+102.9% | $4,763+97.9% |
| Participant deferral / active EE | $9,812 | $7,183+36.6% | $6,843+43.4% | $5,983+64.0% |
| Admin fee / account holder | $7,657 | $10,811-29.2% | $9,312-17.8% | $11,252-31.9% |