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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 | $177,643 | $108,912+63.1% | $100,383+77.0% | $145,959+21.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.14% | 57.96%-47.8pp | 49.26%-39.1pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,525 | $4,423-20.3% | $3,944-10.6% | $4,661-24.4% |
| Participant deferral / active EE | $20,000 | $8,451+136.7% | $8,086+147.3% | $6,689+199.0% |
| Admin fee / account holder | $1,181 | $9,690-87.8% | $7,900-85.1% | $13,398-91.2% |