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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 | $147,841 | $86,294+71.3% | $111,303+32.8% | $85,856+72.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.19% | 19.99%-7.8pp | 54.66%-42.5pp | 318.58%-306.4pp |
| Employer contribution / active EE | $6,221 | $2,043+204.4% | $2,731+127.7% | $2,565+142.5% |
| Participant deferral / active EE | $7,711 | $3,641+111.8% | $4,487+71.8% | $3,952+95.1% |
| Admin fee / account holder | $25,204 | $8,189+207.8% | $7,966+216.4% | $6,261+302.6% |