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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 | $155,888 | $81,208+92.0% | $98,920+57.6% | $79,852+95.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 25.34% | 60.99%-35.7pp | 196.47%-171.1pp | 31.72%-6.4pp |
| Employer contribution / active EE | $11,987 | $1,960+511.7% | $2,689+345.7% | $2,471+385.1% |
| Participant deferral / active EE | $4,468 | $3,265+36.8% | $4,245+5.2% | $3,740+19.4% |
| Admin fee / account holder | $11,018 | $6,013+83.2% | $6,643+65.9% | $5,306+107.6% |