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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 | $192,200 | $121,677+58.0% | $104,625+83.7% | $158,966+20.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.45% | 465.58%-452.1pp | 340.60%-327.1pp | 302.95%-289.5pp |
| Employer contribution / active EE | $7,430 | $3,165+134.8% | $2,681+177.1% | $4,762+56.0% |
| Participant deferral / active EE | $10,667 | $4,175+155.5% | $3,738+185.4% | $5,983+78.3% |
| Admin fee / account holder | $899 | $7,777-88.4% | $6,465-86.1% | $11,250-92.0% |