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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 | $195,731 | $156,398+25.1% | $147,318+32.9% | $138,895+40.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.69% | 78.75%-66.1pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $21,230 | $4,853+337.4% | $4,593+362.2% | $4,194+406.2% |
| Participant deferral / active EE | $22,000 | $8,237+167.1% | $7,906+178.3% | $6,396+244.0% |
| Admin fee / account holder | $12,373 | $14,976-17.4% | $13,708-9.7% | $12,562-1.5% |