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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 | $214,929 | $99,053+117.0% | $88,179+143.7% | $138,895+54.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.12% | 78.17%-62.1pp | 64.97%-48.9pp | 145.39%-129.3pp |
| Employer contribution / active EE | $5,716 | $2,882+98.3% | $2,549+124.2% | $4,194+36.3% |
| Participant deferral / active EE | $13,690 | $5,225+162.0% | $4,614+196.7% | $6,396+114.0% |
| Admin fee / account holder | $111,163 | $8,748+1170.7% | $7,673+1348.8% | $12,562+784.9% |