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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 | $224,361 | $184,014+21.9% | $161,149+39.2% | $138,895+61.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.25% | 21.52%-6.3pp | 21.16%-5.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $6,504 | $5,055+28.7% | $4,360+49.2% | $4,194+55.1% |
| Participant deferral / active EE | $12,219 | $6,909+76.8% | $6,153+98.6% | $6,396+91.0% |
| Admin fee / account holder | $72,619 | $18,027+302.8% | $15,194+377.9% | $12,562+478.1% |