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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 | $198,894 | $144,130+38.0% | $117,861+68.8% | $147,586+34.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.41% | 531.20%-519.8pp | 335.11%-323.7pp | 578.59%-567.2pp |
| Employer contribution / active EE | $17,728 | $4,897+262.0% | $3,786+368.2% | $4,876+263.5% |
| Participant deferral / active EE | $10,069 | $5,316+89.4% | $4,482+124.6% | $5,439+85.1% |
| Admin fee / account holder | $7,057 | $10,887-35.2% | $8,021-12.0% | $10,886-35.2% |