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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 | $226,293 | $177,156+27.7% | $147,027+53.9% | $154,746+46.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.55% | 21.94%-10.4pp | 20.23%-8.7pp | 172.34%-160.8pp |
| Employer contribution / active EE | $16,586 | $4,336+282.5% | $3,626+357.4% | $4,379+278.8% |
| Participant deferral / active EE | $16,586 | $5,797+186.1% | $4,933+236.2% | $6,730+146.4% |
| Admin fee / account holder | $1,900 | $14,904-87.3% | $12,223-84.5% | $14,365-86.8% |