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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 | $219,862 | $196,972+11.6% | $182,262+20.6% | $198,609+10.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 36.63% | 158.27%-121.6pp | 140.60%-104.0pp | 202.70%-166.1pp |
| Employer contribution / active EE | $12,583 | $5,364+134.6% | $5,046+149.4% | $5,055+148.9% |
| Participant deferral / active EE | $12,678 | $8,643+46.7% | $8,276+53.2% | $6,977+81.7% |
| Admin fee / account holder | $463 | $18,429-97.5% | $16,712-97.2% | $19,030-97.6% |