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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 | $231,448 | $162,136+42.7% | $152,301+52.0% | $154,746+49.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.86% | 91.02%-72.2pp | 80.50%-61.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $14,947 | $4,890+205.7% | $4,624+223.2% | $4,379+241.3% |
| Participant deferral / active EE | $5,875 | $8,341-29.6% | $8,004-26.6% | $6,730-12.7% |
| Admin fee / account holder | $1,039 | $15,759-93.4% | $14,398-92.8% | $14,365-92.8% |