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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 | $222,194 | $157,276+41.3% | $141,177+57.4% | $152,885+45.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 23.03% | 64.33%-41.3pp | 71.40%-48.4pp | 345.39%-322.4pp |
| Employer contribution / active EE | $17,047 | $5,262+224.0% | $4,736+260.0% | $4,763+257.9% |
| Participant deferral / active EE | $12,295 | $7,110+72.9% | $6,710+83.2% | $5,851+110.1% |
| Admin fee / account holder | $3,402 | $12,123-71.9% | $10,263-66.9% | $11,598-70.7% |