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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 | $238,418 | $223,823+6.5% | $211,142+12.9% | $154,746+54.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.77% | 50.39%-34.6pp | 46.84%-31.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $11,310 | $6,787+66.7% | $6,442+75.6% | $4,379+158.3% |
| Participant deferral / active EE | $21,925 | $9,750+124.9% | $9,284+136.2% | $6,730+225.8% |
| Admin fee / account holder | $3,376 | $19,707-82.9% | $19,076-82.3% | $14,365-76.5% |