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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 | $240,503 | $157,304+52.9% | $141,197+70.3% | $152,909+57.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.53% | 64.34%-44.8pp | 71.41%-51.9pp | 345.46%-325.9pp |
| Employer contribution / active EE | $11,438 | $5,263+117.4% | $4,736+141.5% | $4,764+140.1% |
| Participant deferral / active EE | $8,930 | $7,111+25.6% | $6,710+33.1% | $5,851+52.6% |
| Admin fee / account holder | $4,319 | $12,126-64.4% | $10,265-57.9% | $11,601-62.8% |