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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 | $198,520 | $129,737+53.0% | $119,126+66.6% | $154,746+28.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.77% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $16,926 | $4,375+286.9% | $4,034+319.6% | $4,379+286.5% |
| Participant deferral / active EE | $3,016 | $5,842-48.4% | $5,318-43.3% | $6,730-55.2% |
| Admin fee / account holder | $1,302 | $11,961-89.1% | $10,693-87.8% | $14,365-90.9% |