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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 | $228,997 | $159,934+43.2% | $147,005+55.8% | $145,959+56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 98.24%-84.7pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,276 | $5,287-57.0% | $4,934-53.9% | $4,661-51.2% |
| Participant deferral / active EE | $15,351 | $8,427+82.2% | $8,070+90.2% | $6,689+129.5% |
| Admin fee / account holder | $84,508 | $15,053+461.4% | $13,006+549.8% | $13,398+530.8% |