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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 | $210,228 | $87,166+141.2% | $76,735+174.0% | $137,256+53.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.28% | 26.50%-11.2pp | 29.77%-14.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,963 | $2,904+174.2% | $2,454+224.4% | $4,156+91.6% |
| Participant deferral / active EE | $18,000 | $4,726+280.9% | $4,088+340.3% | $6,407+181.0% |
| Admin fee / account holder | $395 | $8,403-95.3% | $7,189-94.5% | $12,270-96.8% |