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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 | $220,044 | $176,120+24.9% | $159,487+38.0% | $167,553+31.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.90% | 331.95%-310.0pp | 263.71%-241.8pp | 478.89%-457.0pp |
| Employer contribution / active EE | $5,473 | $5,299+3.3% | $4,831+13.3% | $4,840+13.1% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $142,452 | $12,561+1034.1% | $10,804+1218.6% | $12,316+1056.6% |