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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 | $181,368 | $166,268+9.1% | $165,100+9.9% | $145,897+24.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.91% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $10,211 | $5,284+93.3% | $4,348+134.8% | $4,663+119.0% |
| Participant deferral / active EE | $15,682 | $6,964+125.2% | $6,035+159.8% | $6,689+134.4% |
| Admin fee / account holder | $3,294 | $16,659-80.2% | $12,696-74.1% | $13,390-75.4% |