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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 | $247,673 | $174,379+42.0% | $152,093+62.8% | $138,895+78.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.88% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $18,635 | $4,652+300.6% | $4,175+346.4% | $4,194+344.3% |
| Participant deferral / active EE | $7,750 | $6,159+25.8% | $5,451+42.2% | $6,396+21.2% |
| Admin fee / account holder | $1,011 | $16,880-94.0% | $14,497-93.0% | $12,562-92.0% |