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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 | $82,293 | $197,637-58.4% | $177,848-53.7% | $158,982-48.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.80% | 58.77%-49.0pp | 48.33%-38.5pp | 302.99%-293.2pp |
| Employer contribution / active EE | $8,144 | $6,698+21.6% | $5,919+37.6% | $4,763+71.0% |
| Participant deferral / active EE | $9,573 | $8,405+13.9% | $7,714+24.1% | $5,983+60.0% |
| Admin fee / account holder | $16,645 | $15,406+8.0% | $12,431+33.9% | $11,252+47.9% |