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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 | $227,410 | $217,432+4.6% | $185,849+22.4% | $167,536+35.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.64% | 148.42%-126.8pp | 122.10%-100.5pp | 478.82%-457.2pp |
| Employer contribution / active EE | $22,185 | $5,875+277.6% | $5,169+329.2% | $4,839+358.5% |
| Participant deferral / active EE | $3,572 | $6,357-43.8% | $5,569-35.9% | $6,342-43.7% |
| Admin fee / account holder | $1,079 | $19,818-94.6% | $16,244-93.4% | $12,315-91.2% |