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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 | $200,439 | $203,436-1.5% | $152,466+31.5% | $167,518+19.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 18.08% | 13.80%+4.3pp | 757.33%-739.3pp | 478.71%-460.6pp |
| Employer contribution / active EE | $2,119 | $5,220-59.4% | $4,327-51.0% | $4,838-56.2% |
| Participant deferral / active EE | $6,155 | $6,716-8.4% | $5,820+5.7% | $6,342-3.0% |
| Admin fee / account holder | $23,275 | $22,506+3.4% | $15,805+47.3% | $12,312+89.0% |