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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 | $249,405 | $209,425+19.1% | $178,499+39.7% | $158,966+56.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.92% | 188.80%-172.9pp | 151.10%-135.2pp | 302.95%-287.0pp |
| Employer contribution / active EE | $4,913 | $5,707-13.9% | $5,011-2.0% | $4,762+3.2% |
| Participant deferral / active EE | $14,387 | $5,955+141.6% | $5,202+176.6% | $5,983+140.5% |
| Admin fee / account holder | $6,470 | $17,078-62.1% | $13,986-53.7% | $11,250-42.5% |