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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 | $245,393 | $115,917+111.7% | $100,535+144.1% | $158,982+54.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.42% | 34.80%-20.4pp | 30.90%-16.5pp | 302.99%-288.6pp |
| Employer contribution / active EE | $7,852 | $4,105+91.3% | $3,419+129.7% | $4,763+64.9% |
| Participant deferral / active EE | $9,125 | $6,677+36.7% | $6,271+45.5% | $5,983+52.5% |
| Admin fee / account holder | $66,535 | $11,002+504.8% | $8,085+723.0% | $11,252+491.3% |