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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 | $220,340 | $196,972+11.9% | $182,262+20.9% | $198,609+10.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.81% | 158.27%-144.5pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $9,266 | $5,364+72.8% | $5,046+83.6% | $5,055+83.3% |
| Participant deferral / active EE | $13,437 | $8,643+55.5% | $8,276+62.4% | $6,977+92.6% |
| Admin fee / account holder | $956 | $18,429-94.8% | $16,712-94.3% | $19,030-95.0% |