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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 | $185,372 | $165,361+12.1% | $149,715+23.8% | $158,950+16.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.06% | 348.24%-333.2pp | 276.66%-261.6pp | 302.91%-287.8pp |
| Employer contribution / active EE | $10,384 | $5,103+103.5% | $4,645+123.6% | $4,762+118.1% |
| Participant deferral / active EE | $6,979 | $7,182-2.8% | $6,842+2.0% | $5,983+16.7% |
| Admin fee / account holder | $1,298 | $10,808-88.0% | $9,310-86.1% | $11,248-88.5% |