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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 | $243,909 | $176,120+38.5% | $159,487+52.9% | $167,553+45.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.30% | 331.95%-315.6pp | 263.71%-247.4pp | 478.89%-462.6pp |
| Employer contribution / active EE | $9,402 | $5,299+77.4% | $4,831+94.6% | $4,840+94.3% |
| Participant deferral / active EE | $6,221 | $7,752-19.7% | $7,354-15.4% | $6,343-1.9% |
| Admin fee / account holder | $1,565 | $12,561-87.5% | $10,804-85.5% | $12,316-87.3% |