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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 | $239,246 | $217,432+10.0% | $185,849+28.7% | $167,536+42.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.16% | 148.42%-133.3pp | 122.10%-106.9pp | 478.82%-463.7pp |
| Employer contribution / active EE | $22,020 | $5,875+274.8% | $5,169+326.0% | $4,839+355.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,886 | $19,818-90.5% | $16,244-88.4% | $12,315-84.7% |