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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 | $226,474 | $124,314+82.2% | $109,163+107.5% | $167,518+35.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.09% | 26.04%-11.0pp | 25.75%-10.7pp | 478.71%-463.6pp |
| Employer contribution / active EE | $8,693 | $4,209+106.5% | $3,723+133.5% | $4,838+79.7% |
| Participant deferral / active EE | $6,249 | $5,256+18.9% | $4,654+34.3% | $6,342-1.5% |
| Admin fee / account holder | $2,391 | $7,973-70.0% | $6,754-64.6% | $12,312-80.6% |