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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 | $241,103 | $174,379+38.3% | $152,093+58.5% | $138,895+73.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.43% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $22,548 | $4,652+384.7% | $4,175+440.1% | $4,194+437.6% |
| Participant deferral / active EE | $15,072 | $6,159+144.7% | $5,451+176.5% | $6,396+135.6% |
| Admin fee / account holder | $1,313 | $16,880-92.2% | $14,497-90.9% | $12,562-89.5% |