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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 | $185,492 | $110,410+68.0% | $102,437+81.1% | $145,897+27.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.73% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $10,346 | $4,217+145.3% | $3,871+167.3% | $4,663+121.9% |
| Participant deferral / active EE | $8,711 | $5,622+55.0% | $5,060+72.2% | $6,689+30.2% |
| Admin fee / account holder | $1,199 | $9,745-87.7% | $8,388-85.7% | $13,390-91.0% |