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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 | $188,657 | $132,099+42.8% | $115,599+63.2% | $138,895+35.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 18.95% | 176.76%-157.8pp | 111.10%-92.1pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,976 | $3,416+16.4% | $2,955+34.5% | $4,194-5.2% |
| Participant deferral / active EE | $6,867 | $5,617+22.2% | $4,889+40.4% | $6,396+7.4% |
| Admin fee / account holder | $42,349 | $15,650+170.6% | $12,841+229.8% | $12,562+237.1% |