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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 | $197,407 | $165,399+19.4% | $149,745+31.8% | $158,982+24.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.67% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.3pp |
| Employer contribution / active EE | $6,541 | $5,105+28.1% | $4,646+40.8% | $4,763+37.3% |
| Participant deferral / active EE | $8,914 | $7,183+24.1% | $6,843+30.3% | $5,983+49.0% |
| Admin fee / account holder | $6,225 | $10,811-42.4% | $9,312-33.1% | $11,252-44.7% |