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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 | $247,437 | $166,268+48.8% | $165,100+49.9% | $145,897+69.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.89% | 100.52%-88.6pp | 70.21%-58.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $9,737 | $5,284+84.3% | $4,348+123.9% | $4,663+108.8% |
| Participant deferral / active EE | $6,907 | $6,964-0.8% | $6,035+14.4% | $6,689+3.3% |
| Admin fee / account holder | $2,690 | $16,659-83.9% | $12,696-78.8% | $13,390-79.9% |