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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 | $170,090 | $148,629+14.4% | $135,982+25.1% | $139,487+21.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.86% | 79.33%-56.5pp | 68.32%-45.5pp | 373.84%-351.0pp |
| Employer contribution / active EE | $25,132 | $5,247+379.0% | $4,859+417.2% | $4,755+428.6% |
| Participant deferral / active EE | $10,083 | $8,102+24.4% | $7,760+29.9% | $6,713+50.2% |
| Admin fee / account holder | $38,856 | $12,406+213.2% | $10,767+260.9% | $11,407+240.6% |