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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 | $223,163 | $102,245+118.3% | $89,340+149.8% | $137,256+62.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.93% | 21.89%-12.0pp | 20.57%-10.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $6,051 | $2,529+139.3% | $2,231+171.2% | $4,156+45.6% |
| Participant deferral / active EE | $15,056 | $4,436+239.4% | $3,823+293.8% | $6,407+135.0% |
| Admin fee / account holder | $11,520 | $8,085+42.5% | $6,704+71.8% | $12,270-6.1% |