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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 | $244,485 | $166,020+47.3% | $164,866+48.3% | $145,959+67.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.70% | 100.08%-90.4pp | 69.97%-60.3pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,768 | $5,275-28.6% | $4,343-13.2% | $4,661-19.2% |
| Participant deferral / active EE | $24,000 | $6,961+244.8% | $6,033+297.8% | $6,689+258.8% |
| Admin fee / account holder | $15,439 | $16,644-7.2% | $12,689+21.7% | $13,398+15.2% |