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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 | $226,548 | $225,673+0.4% | $203,872+11.1% | $155,188+46.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 10.80% | 95.91%-85.1pp | 85.11%-74.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $2,849 | $4,099-30.5% | $3,757-24.2% | $4,248-32.9% |
| Participant deferral / active EE | $18,062 | $6,893+162.0% | $6,388+182.8% | $6,531+176.6% |
| Admin fee / account holder | $54,514 | $12,327+342.2% | $11,730+364.7% | $14,480+276.5% |