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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 | $212,740 | $172,111+23.6% | $150,298+41.5% | $137,256+55.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.39% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,450 | $4,636+103.8% | $4,154+127.5% | $4,156+127.4% |
| Participant deferral / active EE | $13,376 | $6,166+116.9% | $5,453+145.3% | $6,407+108.8% |
| Admin fee / account holder | $738 | $16,471-95.5% | $14,116-94.8% | $12,270-94.0% |