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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 | $232,283 | $157,296+47.7% | $141,191+64.5% | $152,897+51.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.04% | 64.34%-40.3pp | 71.41%-47.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $12,198 | $5,262+131.8% | $4,736+157.6% | $4,764+156.1% |
| Participant deferral / active EE | $7,673 | $7,111+7.9% | $6,710+14.4% | $5,851+31.1% |
| Admin fee / account holder | $1,415 | $12,125-88.3% | $10,264-86.2% | $11,599-87.8% |