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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 | $199,755 | $154,228+29.5% | $145,433+37.4% | $137,256+45.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.32% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $16,747 | $4,804+248.6% | $4,554+267.7% | $4,156+303.0% |
| Participant deferral / active EE | $13,975 | $8,216+70.1% | $7,897+77.0% | $6,407+118.1% |
| Admin fee / account holder | $949 | $14,344-93.4% | $13,129-92.8% | $12,270-92.3% |