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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 | $246,720 | $148,623+66.0% | $135,974+81.4% | $139,466+76.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.13% | 79.30%-65.2pp | 68.30%-54.2pp | 373.66%-359.5pp |
| Employer contribution / active EE | $12,999 | $5,246+147.8% | $4,859+167.5% | $4,754+173.4% |
| Participant deferral / active EE | $11,994 | $8,103+48.0% | $7,760+54.6% | $6,712+78.7% |
| Admin fee / account holder | $6,783 | $12,406-45.3% | $10,767-37.0% | $11,409-40.5% |