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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 | $218,088 | $124,351+75.4% | $109,188+99.7% | $167,553+30.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.91% | 26.04%-14.1pp | 25.76%-13.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $11,241 | $4,210+167.0% | $3,723+201.9% | $4,840+132.3% |
| Participant deferral / active EE | $14,123 | $5,257+168.7% | $4,654+203.5% | $6,343+122.7% |
| Admin fee / account holder | $2,662 | $7,975-66.6% | $6,755-60.6% | $12,316-78.4% |