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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 | $194,487 | $180,749+7.6% | $160,784+21.0% | $137,256+41.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.88% | 2234.46%-2222.6pp | 1803.92%-1792.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $25,021 | $4,155+502.1% | $3,733+570.3% | $4,156+502.0% |
| Participant deferral / active EE | $15,500 | $6,844+126.5% | $6,293+146.3% | $6,407+141.9% |
| Admin fee / account holder | $7,189 | $10,397-30.9% | $9,717-26.0% | $12,270-41.4% |