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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 | $198,052 | $175,259+13.0% | $149,723+32.3% | $139,487+42.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.62% | 166.82%-154.2pp | 134.50%-121.9pp | 373.84%-361.2pp |
| Employer contribution / active EE | $5,330 | $5,478-2.7% | $4,821+10.6% | $4,755+12.1% |
| Participant deferral / active EE | $8,671 | $6,522+33.0% | $5,682+52.6% | $6,713+29.2% |
| Admin fee / account holder | $2,617 | $16,158-83.8% | $13,215-80.2% | $11,407-77.1% |