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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 | $229,682 | $174,379+31.7% | $152,093+51.0% | $138,895+65.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.25% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $10,997 | $4,652+136.4% | $4,175+163.4% | $4,194+162.2% |
| Participant deferral / active EE | $9,215 | $6,159+49.6% | $5,451+69.0% | $6,396+44.1% |
| Admin fee / account holder | $9,313 | $16,880-44.8% | $14,497-35.8% | $12,562-25.9% |