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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 | $242,634 | $185,883+30.5% | $170,043+42.7% | $139,466+74.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.25% | 60.54%-29.3pp | 53.40%-22.2pp | 373.66%-342.4pp |
| Employer contribution / active EE | $24,115 | $7,596+217.5% | $6,790+255.2% | $4,754+407.3% |
| Participant deferral / active EE | $15,353 | $11,626+32.1% | $10,410+47.5% | $6,712+128.7% |
| Admin fee / account holder | $5,648 | $15,393-63.3% | $12,824-56.0% | $11,409-50.5% |