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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 | $231,460 | $157,276+47.2% | $141,177+64.0% | $152,885+51.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.29% | 64.33%-46.0pp | 71.40%-53.1pp | 345.39%-327.1pp |
| Employer contribution / active EE | $6,820 | $5,262+29.6% | $4,736+44.0% | $4,763+43.2% |
| Participant deferral / active EE | $8,034 | $7,110+13.0% | $6,710+19.7% | $5,851+37.3% |
| Admin fee / account holder | $38,631 | $12,123+218.7% | $10,263+276.4% | $11,598+233.1% |