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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 | $223,112 | $132,634+68.2% | $115,768+92.7% | $137,256+62.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.28% | 160.70%-142.4pp | 100.46%-82.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $13,958 | $3,360+315.5% | $2,940+374.8% | $4,156+235.8% |
| Participant deferral / active EE | $9,017 | $5,619+60.5% | $4,917+83.4% | $6,407+40.7% |
| Admin fee / account holder | $4,958 | $15,028-67.0% | $12,439-60.1% | $12,270-59.6% |