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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 | $216,739 | $135,905+59.5% | $126,068+71.9% | $198,609+9.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 11.69% | 14.07%-2.4pp | 15.01%-3.3pp | 202.70%-191.0pp |
| Employer contribution / active EE | $11,659 | $4,245+174.6% | $3,968+193.8% | $5,055+130.6% |
| Participant deferral / active EE | $34,126 | $8,523+300.4% | $8,214+315.5% | $6,977+389.1% |
| Admin fee / account holder | $21,848 | $21,036+3.9% | $18,264+19.6% | $19,030+14.8% |