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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 | $204,903 | $107,421+90.7% | $182,262+12.4% | $94,015+117.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 15.05% | 21.32%-6.3pp | 140.60%-125.5pp | 17.84%-2.8pp |
| Employer contribution / active EE | $5,008 | $3,448+45.2% | $5,046-0.8% | $2,790+79.5% |
| Participant deferral / active EE | $12,646 | $6,558+92.8% | $8,276+52.8% | $4,249+197.6% |
| Admin fee / account holder | $361 | $8,692-95.9% | $16,712-97.8% | $8,951-96.0% |