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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 | $211,335 | $153,769+37.4% | $133,975+57.7% | $273,972-22.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.83% | 36.51%-21.7pp | 29.29%-14.5pp | 41.46%-26.6pp |
| Employer contribution / active EE | $23,250 | $6,029+285.7% | $5,211+346.2% | $4,869+377.5% |
| Participant deferral / active EE | $14,490 | $6,958+108.2% | $6,282+130.7% | $5,287+174.1% |
| Admin fee / account holder | $1,002 | $11,765-91.5% | $9,324-89.3% | $10,133-90.1% |