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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 | $201,336 | $166,089+21.2% | $164,928+22.1% | $145,978+37.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.53% | 100.26%-81.7pp | 70.08%-51.5pp | 550.52%-532.0pp |
| Employer contribution / active EE | $3,721 | $5,276-29.5% | $4,343-14.3% | $4,662-20.2% |
| Participant deferral / active EE | $13,453 | $6,961+93.2% | $6,034+123.0% | $6,690+101.1% |
| Admin fee / account holder | $1,126 | $16,641-93.2% | $12,684-91.1% | $13,400-91.6% |