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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 | $212,483 | $108,912+95.1% | $100,383+111.7% | $145,959+45.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.15% | 57.96%-43.8pp | 49.26%-35.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $8,208 | $4,423+85.6% | $3,944+108.1% | $4,661+76.1% |
| Participant deferral / active EE | $23,000 | $8,451+172.2% | $8,086+184.4% | $6,689+243.9% |
| Admin fee / account holder | $4,668 | $9,690-51.8% | $7,900-40.9% | $13,398-65.2% |