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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 | $243,280 | $176,120+38.1% | $159,487+52.5% | $167,553+45.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.42% | 331.95%-319.5pp | 263.71%-251.3pp | 478.89%-466.5pp |
| Employer contribution / active EE | $10,615 | $5,299+100.3% | $4,831+119.7% | $4,840+119.3% |
| Participant deferral / active EE | $12,560 | $7,752+62.0% | $7,354+70.8% | $6,343+98.0% |
| Admin fee / account holder | $15,698 | $12,561+25.0% | $10,804+45.3% | $12,316+27.5% |