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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 | $185,035 | $169,356+9.3% | $129,406+43.0% | $145,897+26.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.41% | 14418.62%-14405.2pp | 9468.18%-9454.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,495 | $5,542-18.9% | $4,155+8.2% | $4,663-3.6% |
| Participant deferral / active EE | $4,471 | $4,987-10.3% | $4,167+7.3% | $6,689-33.2% |
| Admin fee / account holder | $7,768 | $9,915-21.7% | $7,689+1.0% | $13,390-42.0% |