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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 | $230,172 | $152,619+50.8% | $125,195+83.9% | $152,909+50.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 34.69% | 54.85%-20.2pp | 43.79%-9.1pp | 345.46%-310.8pp |
| Employer contribution / active EE | $4,817 | $4,947-2.6% | $3,866+24.6% | $4,764+1.1% |
| Participant deferral / active EE | $9,391 | $5,869+60.0% | $4,937+90.2% | $5,851+60.5% |
| Admin fee / account holder | $25,124 | $13,437+87.0% | $9,704+158.9% | $11,601+116.6% |