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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 | $230,873 | $159,978+44.3% | $147,041+57.0% | $145,978+58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.03% | 98.36%-87.3pp | 419.21%-408.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $16,757 | $5,288+216.9% | $4,935+239.6% | $4,662+259.4% |
| Participant deferral / active EE | $13,773 | $8,429+63.4% | $8,071+70.6% | $6,690+105.9% |
| Admin fee / account holder | $2,103 | $15,053-86.0% | $13,006-83.8% | $13,400-84.3% |