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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 | $122,988 | $65,364+88.2% | $92,909+32.4% | $72,975+68.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.97% | 42.11%-22.1pp | 109.44%-89.5pp | 81.01%-61.0pp |
| Employer contribution / active EE | $7,326 | $2,594+182.4% | $3,653+100.5% | $2,440+200.3% |
| Participant deferral / active EE | $8,525 | $3,128+172.5% | $4,238+101.2% | $3,608+136.3% |
| Admin fee / account holder | $733 | $4,251-82.8% | $5,795-87.4% | $5,124-85.7% |