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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 | $227,804 | $112,112+103.2% | $95,956+137.4% | $158,950+43.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.40% | 171.15%-147.7pp | 91.63%-68.2pp | 302.91%-279.5pp |
| Employer contribution / active EE | $4,309 | $3,199+34.7% | $2,541+69.6% | $4,762-9.5% |
| Participant deferral / active EE | $4,365 | $4,784-8.8% | $4,167+4.8% | $5,983-27.0% |
| Admin fee / account holder | $1,605 | $10,134-84.2% | $6,797-76.4% | $11,248-85.7% |