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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 | $234,615 | $99,994+134.6% | $146,643+60.0% | $85,847+173.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.08% | 18.93%-3.9pp | 22.75%-7.7pp | 318.61%-303.5pp |
| Employer contribution / active EE | $8,234 | $2,559+221.8% | $4,137+99.0% | $2,565+221.0% |
| Participant deferral / active EE | $11,489 | $4,006+186.8% | $5,506+108.7% | $3,952+190.7% |
| Admin fee / account holder | $1,072 | $7,703-86.1% | $10,280-89.6% | $6,261-82.9% |