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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 | $249,700 | $172,111+45.1% | $150,298+66.1% | $137,256+81.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.31% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $9,624 | $4,636+107.6% | $4,154+131.7% | $4,156+131.6% |
| Participant deferral / active EE | $6,540 | $6,166+6.1% | $5,453+19.9% | $6,407+2.1% |
| Admin fee / account holder | $6,251 | $16,471-62.0% | $14,116-55.7% | $12,270-49.1% |