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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 | $242,311 | $152,619+58.8% | $125,195+93.5% | $152,909+58.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.70% | 54.85%-33.1pp | 43.79%-22.1pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,840 | $4,947-42.6% | $3,866-26.5% | $4,764-40.4% |
| Participant deferral / active EE | $6,907 | $5,869+17.7% | $4,937+39.9% | $5,851+18.0% |
| Admin fee / account holder | $1,981 | $13,437-85.3% | $9,704-79.6% | $11,601-82.9% |