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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 | $226,794 | $111,535+103.3% | $105,223+115.5% | $137,256+65.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.28% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,098 | $3,939-21.4% | $3,689-16.0% | $4,156-25.5% |
| Participant deferral / active EE | $17,925 | $5,500+225.9% | $5,072+253.4% | $6,407+179.8% |
| Admin fee / account holder | $317 | $9,721-96.7% | $8,859-96.4% | $12,270-97.4% |