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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 | $244,318 | $108,922+124.3% | $100,398+143.3% | $145,978+67.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.20% | 58.04%-47.8pp | 49.32%-39.1pp | 550.52%-540.3pp |
| Employer contribution / active EE | $3,791 | $4,426-14.3% | $3,946-3.9% | $4,662-18.7% |
| Participant deferral / active EE | $10,026 | $8,450+18.7% | $8,084+24.0% | $6,690+49.9% |
| Admin fee / account holder | $2,489 | $9,680-74.3% | $7,893-68.5% | $13,400-81.4% |