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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 | $201,714 | $157,296+28.2% | $141,191+42.9% | $152,897+31.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.27% | 64.34%-45.1pp | 71.41%-52.1pp | 345.43%-326.2pp |
| Employer contribution / active EE | $12,810 | $5,262+143.4% | $4,736+170.5% | $4,764+168.9% |
| Participant deferral / active EE | $7,718 | $7,111+8.5% | $6,710+15.0% | $5,851+31.9% |
| Admin fee / account holder | $32,478 | $12,125+167.9% | $10,264+216.4% | $11,599+180.0% |