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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 | $206,188 | $172,111+19.8% | $150,298+37.2% | $137,256+50.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.85% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $6,290 | $4,636+35.7% | $4,154+51.4% | $4,156+51.4% |
| Participant deferral / active EE | $5,827 | $6,166-5.5% | $5,453+6.9% | $6,407-9.0% |
| Admin fee / account holder | $43,526 | $16,471+164.3% | $14,116+208.3% | $12,270+254.7% |