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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 | $207,293 | $125,778+64.8% | $114,563+80.9% | $154,746+34.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.62% | 295.14%-277.5pp | 241.09%-223.5pp | 172.34%-154.7pp |
| Employer contribution / active EE | $3,294 | $2,806+17.4% | $2,592+27.1% | $4,379-24.8% |
| Participant deferral / active EE | $10,606 | $4,445+138.6% | $4,142+156.0% | $6,730+57.6% |
| Admin fee / account holder | $421 | $8,190-94.9% | $7,623-94.5% | $14,365-97.1% |