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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 | $248,341 | $110,337+125.1% | $102,383+142.6% | $145,877+70.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 24.83%-10.5pp | 24.94%-10.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $25,702 | $4,216+509.6% | $3,870+564.1% | $4,663+451.2% |
| Participant deferral / active EE | $8,242 | $5,621+46.6% | $5,060+62.9% | $6,691+23.2% |
| Admin fee / account holder | $12,169 | $9,750+24.8% | $8,391+45.0% | $13,402-9.2% |