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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 | $228,147 | $108,897+109.5% | $100,378+127.3% | $145,877+56.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.16% | 58.17%-38.0pp | 49.41%-29.2pp | 551.28%-531.1pp |
| Employer contribution / active EE | $5,059 | $4,420+14.4% | $3,942+28.3% | $4,663+8.5% |
| Participant deferral / active EE | $7,575 | $8,455-10.4% | $8,087-6.3% | $6,691+13.2% |
| Admin fee / account holder | $7,500 | $9,690-22.6% | $7,899-5.1% | $13,402-44.0% |