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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 | $228,293 | $135,956+67.9% | $123,894+84.3% | $273,972-16.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.47% | 56.63%-48.2pp | 47.52%-39.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,661 | $6,343+115.4% | $5,984+128.3% | $5,287+158.4% |
| Admin fee / account holder | $21,972 | $9,817+123.8% | $8,357+162.9% | $10,133+116.8% |