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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 | $165,190 | $108,912+51.7% | $100,383+64.6% | $145,959+13.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.51% | 57.96%-41.5pp | 49.26%-32.8pp | 561.95%-545.4pp |
| Employer contribution / active EE | $7,768 | $4,423+75.6% | $3,944+97.0% | $4,661+66.7% |
| Participant deferral / active EE | $17,115 | $8,451+102.5% | $8,086+111.7% | $6,689+155.9% |
| Admin fee / account holder | $15,142 | $9,690+56.3% | $7,900+91.7% | $13,398+13.0% |