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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 | $229,332 | $213,785+7.3% | $185,441+23.7% | $155,188+47.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.16% | 19.97%-9.8pp | 20.16%-10.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $18,393 | $5,393+241.1% | $4,672+293.7% | $4,248+333.0% |
| Participant deferral / active EE | $19,599 | $6,864+185.5% | $6,152+218.6% | $6,531+200.1% |
| Admin fee / account holder | $93,597 | $21,134+342.9% | $17,890+423.2% | $14,480+546.4% |