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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 | $234,092 | $166,131+40.9% | $164,975+41.9% | $145,877+60.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.83% | 100.37%-87.5pp | 70.12%-57.3pp | 551.28%-538.5pp |
| Employer contribution / active EE | $13,857 | $5,276+162.7% | $4,343+219.1% | $4,663+197.2% |
| Participant deferral / active EE | $6,561 | $6,962-5.8% | $6,033+8.7% | $6,691-1.9% |
| Admin fee / account holder | $12,488 | $16,648-25.0% | $12,688-1.6% | $13,402-6.8% |