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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 | $174,887 | $148,629+17.7% | $135,982+28.6% | $139,487+25.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.49% | 79.33%-64.8pp | 68.32%-53.8pp | 373.84%-359.4pp |
| Employer contribution / active EE | $9,622 | $5,247+83.4% | $4,859+98.0% | $4,755+102.4% |
| Participant deferral / active EE | $15,188 | $8,102+87.4% | $7,760+95.7% | $6,713+126.3% |
| Admin fee / account holder | $1,768 | $12,406-85.8% | $10,767-83.6% | $11,407-84.5% |