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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 | $207,579 | $124,425+66.8% | $112,040+85.3% | $137,256+51.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 79.19% | 24.72%+54.5pp | 24.52%+54.7pp | 220.34%-141.1pp |
| Employer contribution / active EE | $2,707 | $3,411-20.7% | $2,954-8.4% | $4,156-34.9% |
| Participant deferral / active EE | $14,202 | $5,718+148.4% | $5,098+178.6% | $6,407+121.7% |
| Admin fee / account holder | $120,080 | $15,207+689.7% | $12,098+892.6% | $12,270+878.6% |