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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 | $192,714 | $183,592+5.0% | $155,574+23.9% | $145,877+32.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $12,426 | $5,317+133.7% | $4,676+165.8% | $4,663+166.5% |
| Participant deferral / active EE | $3,396 | $6,466-47.5% | $5,629-39.7% | $6,691-49.2% |
| Admin fee / account holder | $24,809 | $19,316+28.4% | $15,914+55.9% | $13,402+85.1% |