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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 | $241,432 | $165,399+46.0% | $149,745+61.2% | $158,982+51.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.16% | 348.34%-339.2pp | 276.72%-267.6pp | 302.99%-293.8pp |
| Employer contribution / active EE | $16,871 | $5,105+230.5% | $4,646+263.2% | $4,763+254.2% |
| Participant deferral / active EE | $13,442 | $7,183+87.1% | $6,843+96.4% | $5,983+124.7% |
| Admin fee / account holder | $897 | $10,811-91.7% | $9,312-90.4% | $11,252-92.0% |