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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 | $247,630 | $157,296+57.4% | $141,191+75.4% | $152,897+62.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.27% | 64.34%-45.1pp | 71.41%-52.1pp | 345.43%-326.2pp |
| Employer contribution / active EE | $4,935 | $5,262-6.2% | $4,736+4.2% | $4,764+3.6% |
| Participant deferral / active EE | $15,530 | $7,111+118.4% | $6,710+131.4% | $5,851+165.4% |
| Admin fee / account holder | $2,061 | $12,125-83.0% | $10,264-79.9% | $11,599-82.2% |