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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 | $193,925 | $157,304+23.3% | $141,197+37.3% | $152,909+26.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.85% | 64.34%-37.5pp | 71.41%-44.6pp | 345.46%-318.6pp |
| Employer contribution / active EE | $6,281 | $5,263+19.4% | $4,736+32.6% | $4,764+31.8% |
| Participant deferral / active EE | $16,007 | $7,111+125.1% | $6,710+138.5% | $5,851+173.6% |
| Admin fee / account holder | $13,043 | $12,126+7.6% | $10,265+27.1% | $11,601+12.4% |