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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 | $211,016 | $183,627+14.9% | $155,602+35.6% | $145,978+44.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.03% | 61.32%-46.3pp | 64.81%-49.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $16,751 | $5,316+215.1% | $4,675+258.3% | $4,662+259.3% |
| Participant deferral / active EE | $10,062 | $6,466+55.6% | $5,629+78.8% | $6,690+50.4% |
| Admin fee / account holder | $6,833 | $19,327-64.6% | $15,923-57.1% | $13,400-49.0% |