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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 | $220,480 | $156,616+40.8% | $133,346+65.3% | $198,609+11.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 13.01% | 44.25%-31.2pp | 36.85%-23.8pp | 202.70%-189.7pp |
| Employer contribution / active EE | $3,114 | $3,368-7.5% | $2,853+9.1% | $5,055-38.4% |
| Participant deferral / active EE | $7,109 | $4,920+44.5% | $4,332+64.1% | $6,977+1.9% |
| Admin fee / account holder | $39,090 | $17,468+123.8% | $14,264+174.0% | $19,030+105.4% |