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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 | $196,352 | $78,670+149.6% | $109,173+79.9% | $85,847+128.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 28.74% | 25.09%+3.7pp | 25.75%+3.0pp | 318.61%-289.9pp |
| Employer contribution / active EE | $15,306 | $2,734+459.9% | $3,723+311.1% | $2,565+496.6% |
| Participant deferral / active EE | $7,923 | $3,467+128.5% | $4,654+70.2% | $3,952+100.5% |
| Admin fee / account holder | $2,256 | $5,469-58.8% | $6,755-66.6% | $6,261-64.0% |