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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 | $211,055 | $227,566-7.3% | $189,558+11.3% | $167,518+26.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 17.74% | 78.43%-60.7pp | 64.19%-46.4pp | 478.71%-461.0pp |
| Employer contribution / active EE | $10,226 | $5,316+92.4% | $4,412+131.8% | $4,838+111.3% |
| Participant deferral / active EE | $10,420 | $7,002+48.8% | $6,174+68.8% | $6,342+64.3% |
| Admin fee / account holder | $6,294 | $11,881-47.0% | $9,809-35.8% | $12,312-48.9% |