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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 | $191,292 | $198,457-3.6% | $170,435+12.2% | $147,586+29.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.37% | 257.30%-241.9pp | 205.94%-190.6pp | 578.59%-563.2pp |
| Employer contribution / active EE | $6,347 | $6,183+2.6% | $5,432+16.8% | $4,876+30.2% |
| Participant deferral / active EE | $6,919 | $5,629+22.9% | $4,939+40.1% | $5,439+27.2% |
| Admin fee / account holder | $2,601 | $16,852-84.6% | $13,881-81.3% | $10,886-76.1% |