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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 | $166,604 | $109,904+51.6% | $97,167+71.5% | $145,959+14.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.53% | 243.43%-225.9pp | 75.27%-57.7pp | 561.95%-544.4pp |
| Employer contribution / active EE | $4,266 | $3,084+38.3% | $2,729+56.3% | $4,661-8.5% |
| Participant deferral / active EE | $7,914 | $4,676+69.2% | $4,264+85.6% | $6,689+18.3% |
| Admin fee / account holder | $11,626 | $6,216+87.0% | $5,650+105.8% | $13,398-13.2% |