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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 | $225,397 | $106,864+110.9% | $147,318+53.0% | $82,637+172.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.95% | 27.49%-9.5pp | 70.43%-52.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $13,044 | $3,417+281.8% | $4,593+184.0% | $2,552+411.1% |
| Participant deferral / active EE | $8,809 | $6,496+35.6% | $7,906+11.4% | $4,126+113.5% |
| Admin fee / account holder | $1,125 | $8,415-86.6% | $13,708-91.8% | $7,339-84.7% |