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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 | $244,601 | $112,729+117.0% | $98,716+147.8% | $137,256+78.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.39% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $6,607 | $2,725+142.4% | $2,279+190.0% | $4,156+59.0% |
| Participant deferral / active EE | $16,901 | $4,640+264.2% | $4,048+317.5% | $6,407+163.8% |
| Admin fee / account holder | $797 | $10,129-92.1% | $8,703-90.8% | $12,270-93.5% |