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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 | $187,998 | $165,584+13.5% | $142,942+31.5% | $137,256+37.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 20.58% | 164.22%-143.6pp | 113.70%-93.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $9,503 | $4,725+101.1% | $4,139+129.6% | $4,156+128.6% |
| Participant deferral / active EE | $21,828 | $8,194+166.4% | $7,128+206.2% | $6,407+240.7% |
| Admin fee / account holder | $473 | $16,167-97.1% | $12,475-96.2% | $12,270-96.1% |