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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 | $179,743 | $111,535+61.2% | $105,223+70.8% | $137,256+31.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.09% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $7,464 | $3,939+89.5% | $3,689+102.4% | $4,156+79.6% |
| Participant deferral / active EE | $10,631 | $5,500+93.3% | $5,072+109.6% | $6,407+65.9% |
| Admin fee / account holder | $465 | $9,721-95.2% | $8,859-94.8% | $12,270-96.2% |