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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 | $196,817 | $157,304+25.1% | $141,197+39.4% | $152,909+28.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.18% | 64.34%-41.2pp | 71.41%-48.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $9,734 | $5,263+85.0% | $4,736+105.5% | $4,764+104.3% |
| Participant deferral / active EE | $12,088 | $7,111+70.0% | $6,710+80.1% | $5,851+106.6% |
| Admin fee / account holder | $2,401 | $12,126-80.2% | $10,265-76.6% | $11,601-79.3% |