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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 | $241,137 | $139,948+72.3% | $121,663+98.2% | $154,746+55.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.65% | 230.52%-213.9pp | 147.54%-130.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $5,002 | $3,521+42.1% | $3,020+65.6% | $4,379+14.2% |
| Participant deferral / active EE | $9,982 | $5,629+77.3% | $4,887+104.3% | $6,730+48.3% |
| Admin fee / account holder | $12,799 | $17,321-26.1% | $14,289-10.4% | $14,365-10.9% |