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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 | $196,883 | $135,956+44.8% | $123,894+58.9% | $273,972-28.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.48% | 56.63%-50.2pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $24,866 | $5,170+381.0% | $4,617+438.6% | $4,869+410.7% |
| Participant deferral / active EE | $12,139 | $6,343+91.4% | $5,984+102.8% | $5,287+129.6% |
| Admin fee / account holder | $373 | $9,817-96.2% | $8,357-95.5% | $10,133-96.3% |