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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 | $214,676 | $165,399+29.8% | $149,745+43.4% | $158,982+35.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.41% | 348.34%-338.9pp | 276.72%-267.3pp | 302.99%-293.6pp |
| Employer contribution / active EE | $6,874 | $5,105+34.7% | $4,646+48.0% | $4,763+44.3% |
| Participant deferral / active EE | $14,140 | $7,183+96.9% | $6,843+106.6% | $5,983+136.3% |
| Admin fee / account holder | $3,987 | $10,811-63.1% | $9,312-57.2% | $11,252-64.6% |