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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 | $164,675 | $129,737+26.9% | $119,126+38.2% | $154,746+6.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.94% | 379.08%-364.1pp | 282.11%-267.2pp | 172.34%-157.4pp |
| Employer contribution / active EE | $13,871 | $4,375+217.0% | $4,034+243.9% | $4,379+216.7% |
| Participant deferral / active EE | $9,218 | $5,842+57.8% | $5,318+73.3% | $6,730+37.0% |
| Admin fee / account holder | $13,544 | $11,961+13.2% | $10,693+26.7% | $14,365-5.7% |