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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 | $203,161 | $211,239-3.8% | $178,528+13.8% | $145,877+39.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.06% | 30.22%-12.2pp | 27.11%-9.1pp | 551.28%-533.2pp |
| Employer contribution / active EE | $19,496 | $4,570+326.6% | $3,950+393.5% | $4,663+318.1% |
| Participant deferral / active EE | $10,917 | $6,963+56.8% | $6,278+73.9% | $6,691+63.2% |
| Admin fee / account holder | $345,263 | $12,095+2754.7% | $10,419+3213.8% | $13,402+2476.2% |