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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 | $212,276 | $86,288+146.0% | $111,306+90.7% | $85,851+147.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.79% | 19.99%-3.2pp | 54.67%-37.9pp | 318.63%-301.8pp |
| Employer contribution / active EE | $7,524 | $2,044+268.2% | $2,732+175.4% | $2,565+193.3% |
| Participant deferral / active EE | $10,703 | $3,641+194.0% | $4,488+138.5% | $3,952+170.8% |
| Admin fee / account holder | $25,441 | $8,189+210.7% | $7,966+219.4% | $6,261+306.3% |