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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 | $224,888 | $152,619+47.4% | $125,195+79.6% | $152,909+47.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.87% | 54.85%-31.0pp | 43.79%-19.9pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,757 | $4,947-64.5% | $3,866-54.6% | $4,764-63.1% |
| Participant deferral / active EE | $11,795 | $5,869+101.0% | $4,937+138.9% | $5,851+101.6% |
| Admin fee / account holder | $18,952 | $13,437+41.0% | $9,704+95.3% | $11,601+63.4% |