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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 | $190,812 | $149,778+27.4% | $118,946+60.4% | $158,966+20.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.33% | 19.95%-10.6pp | 35.89%-26.6pp | 302.95%-293.6pp |
| Employer contribution / active EE | $18,579 | $4,117+351.3% | $3,263+469.3% | $4,762+290.1% |
| Participant deferral / active EE | $6,481 | $5,225+24.0% | $4,266+51.9% | $5,983+8.3% |
| Admin fee / account holder | $32,481 | $8,604+277.5% | $6,581+393.6% | $11,250+188.7% |