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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 | $202,493 | $129,737+56.1% | $119,126+70.0% | $154,746+30.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.44% | 379.08%-363.6pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $9,232 | $4,375+111.0% | $4,034+128.9% | $4,379+110.8% |
| Participant deferral / active EE | $13,143 | $5,842+125.0% | $5,318+147.1% | $6,730+95.3% |
| Admin fee / account holder | $26,149 | $11,961+118.6% | $10,693+144.5% | $14,365+82.0% |