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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 | $243,964 | $107,941+126.0% | $91,994+165.2% | $152,909+59.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.16% | 89.28%-66.1pp | 69.04%-45.9pp | 345.46%-322.3pp |
| Employer contribution / active EE | $5,220 | $4,212+23.9% | $3,453+51.2% | $4,764+9.6% |
| Participant deferral / active EE | $6,718 | $6,366+5.5% | $5,924+13.4% | $5,851+14.8% |
| Admin fee / account holder | $12,528 | $10,521+19.1% | $7,744+61.8% | $11,601+8.0% |