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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 | $235,845 | $178,174+32.4% | $156,181+51.0% | $137,256+71.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.42% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $10,925 | $4,972+119.7% | $4,294+154.4% | $4,156+162.9% |
| Participant deferral / active EE | $3,676 | $6,888-46.6% | $6,132-40.1% | $6,407-42.6% |
| Admin fee / account holder | $9,064 | $17,404-47.9% | $14,586-37.9% | $12,270-26.1% |