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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 | $142,354+32.5% | $125,529+50.3% | $155,188+21.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 18.95% | 306.06%-287.1pp | 202.56%-183.6pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,976 | $3,501+13.5% | $3,058+30.0% | $4,248-6.4% |
| Participant deferral / active EE | $6,867 | $5,491+25.1% | $4,813+42.7% | $6,531+5.1% |
| Admin fee / account holder | $42,349 | $19,392+118.4% | $16,298+159.8% | $14,480+192.5% |