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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 | $60,823 | $102,609-40.7% | $98,090-38.0% | $138,895-56.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 220.53% | 36.44%+184.1pp | 37.05%+183.5pp | 145.39%+75.1pp |
| Employer contribution / active EE | $8,740 | $3,867+126.0% | $3,606+142.3% | $4,194+108.4% |
| Participant deferral / active EE | $16,723 | $8,167+104.8% | $7,845+113.2% | $6,396+161.4% |
| Admin fee / account holder | $924 | $11,434-91.9% | $11,815-92.2% | $12,562-92.6% |