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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 | $226,189 | $183,592+23.2% | $155,574+45.4% | $145,877+55.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 86.65% | 61.37%+25.3pp | 64.87%+21.8pp | 551.28%-464.6pp |
| Employer contribution / active EE | $8,210 | $5,317+54.4% | $4,676+75.6% | $4,663+76.1% |
| Participant deferral / active EE | $16,606 | $6,466+156.8% | $5,629+195.0% | $6,691+148.2% |
| Admin fee / account holder | $2,278 | $19,316-88.2% | $15,914-85.7% | $13,402-83.0% |