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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 | $237,467 | $209,428+13.4% | $178,498+33.0% | $158,950+49.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.15% | 188.78%-175.6pp | 151.09%-137.9pp | 302.91%-289.8pp |
| Employer contribution / active EE | $8,084 | $5,707+41.6% | $5,011+61.3% | $4,762+69.8% |
| Participant deferral / active EE | $9,111 | $5,955+53.0% | $5,202+75.2% | $5,983+52.3% |
| Admin fee / account holder | $2,296 | $17,077-86.6% | $13,985-83.6% | $11,248-79.6% |