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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 | $249,640 | $112,131+122.6% | $95,964+160.1% | $158,982+57.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.24% | 171.19%-156.9pp | 91.64%-77.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $5,138 | $3,199+60.6% | $2,541+102.2% | $4,763+7.9% |
| Participant deferral / active EE | $5,937 | $4,784+24.1% | $4,167+42.5% | $5,983-0.8% |
| Admin fee / account holder | $776 | $10,136-92.3% | $6,797-88.6% | $11,252-93.1% |