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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 | $205,690 | $108,911+88.9% | $100,392+104.9% | $145,884+41.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.74% | 58.23%-44.5pp | 49.45%-35.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,319 | $4,420-70.2% | $3,941-66.5% | $4,662-71.7% |
| Participant deferral / active EE | $14,208 | $8,459+68.0% | $8,090+75.6% | $6,690+112.4% |
| Admin fee / account holder | $1,548 | $9,698-84.0% | $7,904-80.4% | $13,392-88.4% |