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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 | $206,975 | $118,877+74.1% | $96,570+114.3% | $167,536+23.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.51% | 50.50%-37.0pp | 37.79%-24.3pp | 478.82%-465.3pp |
| Employer contribution / active EE | $7,371 | $3,121+136.2% | $2,357+212.7% | $4,839+52.3% |
| Participant deferral / active EE | $5,500 | $4,617+19.1% | $3,849+42.9% | $6,342-13.3% |
| Admin fee / account holder | $374 | $8,069-95.4% | $6,182-93.9% | $12,315-97.0% |