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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 | $202,318 | $166,242+21.7% | $165,071+22.6% | $145,884+38.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.13% | 100.44%-86.3pp | 70.17%-56.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,233 | $6,964-24.9% | $6,035-13.3% | $6,690-21.8% |
| Admin fee / account holder | $1,002 | $16,658-94.0% | $12,695-92.1% | $13,392-92.5% |