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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 | $179,050 | $172,111+4.0% | $150,298+19.1% | $137,256+30.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.71% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $11,996 | $4,636+158.7% | $4,154+188.8% | $4,156+188.6% |
| Participant deferral / active EE | $11,532 | $6,166+87.0% | $5,453+111.5% | $6,407+80.0% |
| Admin fee / account holder | $336,851 | $16,471+1945.1% | $14,116+2286.3% | $12,270+2645.3% |