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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 | $226,520 | $107,363+111.0% | $92,909+143.8% | $152,897+48.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.07% | 145.63%-122.6pp | 109.44%-86.4pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,396 | $4,222-66.9% | $3,653-61.8% | $4,764-70.7% |
| Participant deferral / active EE | $12,250 | $4,848+152.7% | $4,238+189.1% | $5,851+109.4% |
| Admin fee / account holder | $699 | $7,082-90.1% | $5,795-87.9% | $11,599-94.0% |