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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 | $120,171 | $223,823-46.3% | $211,142-43.1% | $154,746-22.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.86% | 50.39%-35.5pp | 46.84%-32.0pp | 172.34%-157.5pp |
| Employer contribution / active EE | $17,517 | $6,787+158.1% | $6,442+171.9% | $4,379+300.0% |
| Participant deferral / active EE | $13,924 | $9,750+42.8% | $9,284+50.0% | $6,730+106.9% |
| Admin fee / account holder | $71,925 | $19,707+265.0% | $19,076+277.0% | $14,365+400.7% |