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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 | $216,465 | $111,814+93.6% | $103,374+109.4% | $145,959+48.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.30% | 24.77%-10.5pp | 24.89%-10.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $8,138 | $4,214+93.1% | $3,869+110.3% | $4,661+74.6% |
| Participant deferral / active EE | $5,448 | $5,618-3.0% | $5,058+7.7% | $6,689-18.5% |
| Admin fee / account holder | $41,458 | $9,754+325.0% | $8,394+393.9% | $13,398+209.4% |