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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 | $234,433 | $148,629+57.7% | $135,982+72.4% | $139,487+68.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.36% | 79.33%-62.0pp | 68.32%-51.0pp | 373.84%-356.5pp |
| Employer contribution / active EE | $9,973 | $5,247+90.1% | $4,859+105.3% | $4,755+109.8% |
| Participant deferral / active EE | $10,604 | $8,102+30.9% | $7,760+36.6% | $6,713+58.0% |
| Admin fee / account holder | $924 | $12,406-92.6% | $10,767-91.4% | $11,407-91.9% |