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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 | $247,534 | $183,539+34.9% | $155,556+59.1% | $145,897+69.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.97% | 61.31%-44.3pp | 64.84%-47.9pp | 552.29%-535.3pp |
| Employer contribution / active EE | $10,082 | $5,315+89.7% | $4,675+115.6% | $4,663+116.2% |
| Participant deferral / active EE | $6,635 | $6,467+2.6% | $5,631+17.8% | $6,689-0.8% |
| Admin fee / account holder | $7,142 | $19,275-62.9% | $15,885-55.0% | $13,390-46.7% |