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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 | $224,381 | $148,629+51.0% | $135,982+65.0% | $139,487+60.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.56% | 79.33%-62.8pp | 68.32%-51.8pp | 373.84%-357.3pp |
| Employer contribution / active EE | $20,900 | $5,247+298.4% | $4,859+330.1% | $4,755+339.6% |
| Participant deferral / active EE | $15,724 | $8,102+94.1% | $7,760+102.6% | $6,713+134.2% |
| Admin fee / account holder | $22,780 | $12,406+83.6% | $10,767+111.6% | $11,407+99.7% |