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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 | $142,431 | $197,637-27.9% | $177,848-19.9% | $158,982-10.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.59% | 58.77%-44.2pp | 48.33%-33.7pp | 302.99%-288.4pp |
| Employer contribution / active EE | $11,123 | $6,698+66.1% | $5,919+87.9% | $4,763+133.5% |
| Participant deferral / active EE | $16,066 | $8,405+91.1% | $7,714+108.3% | $5,983+168.5% |
| Admin fee / account holder | $41,356 | $15,406+168.4% | $12,431+232.7% | $11,252+267.6% |