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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 | $235,605 | $110,410+113.4% | $102,437+130.0% | $145,897+61.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.1pp |
| Employer contribution / active EE | $4,285 | $4,217+1.6% | $3,871+10.7% | $4,663-8.1% |
| Participant deferral / active EE | $8,147 | $5,622+44.9% | $5,060+61.0% | $6,689+21.8% |
| Admin fee / account holder | $30,801 | $9,745+216.1% | $8,388+267.2% | $13,390+130.0% |