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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 | $187,539 | $106,749+75.7% | $145,433+29.0% | $82,448+127.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.69% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $17,010 | $3,444+393.8% | $4,554+273.5% | $2,551+566.8% |
| Participant deferral / active EE | $5,414 | $6,519-17.0% | $7,897-31.5% | $4,139+30.8% |
| Admin fee / account holder | $8,891 | $8,390+6.0% | $13,129-32.3% | $7,234+22.9% |