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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 | $204,408 | $146,267+39.7% | $197,124+3.7% | $82,448+147.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 18.32% | 29.61%-11.3pp | 44.34%-26.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $13,929 | $4,723+194.9% | $6,227+123.7% | $2,551+446.0% |
| Participant deferral / active EE | $12,354 | $7,035+75.6% | $9,135+35.2% | $4,139+198.5% |
| Admin fee / account holder | $11,973 | $14,422-17.0% | $16,298-26.5% | $7,234+65.5% |