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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 | $210,270 | $172,111+22.2% | $150,298+39.9% | $137,256+53.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.23% | 69.37%-54.1pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $25,990 | $4,636+460.6% | $4,154+525.6% | $4,156+525.3% |
| Participant deferral / active EE | $17,375 | $6,166+181.8% | $5,453+218.7% | $6,407+171.2% |
| Admin fee / account holder | $2,626 | $16,471-84.1% | $14,116-81.4% | $12,270-78.6% |