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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 | $195,148 | $126,519+54.2% | $106,201+83.8% | $145,959+33.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.59% | 225.10%-202.5pp | 116.26%-93.7pp | 561.95%-539.4pp |
| Employer contribution / active EE | $19,334 | $3,726+418.9% | $3,170+510.0% | $4,661+314.8% |
| Participant deferral / active EE | $9,626 | $5,716+68.4% | $5,012+92.0% | $6,689+43.9% |
| Admin fee / account holder | $6,686 | $17,312-61.4% | $11,039-39.4% | $13,398-50.1% |