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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 | $197,884 | $106,280+86.2% | $96,538+105.0% | $139,487+41.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.50% | 38.48%-21.0pp | 35.74%-18.2pp | 373.84%-356.3pp |
| Employer contribution / active EE | $6,636 | $4,107+61.6% | $3,740+77.4% | $4,755+39.6% |
| Participant deferral / active EE | $11,629 | $5,457+113.1% | $4,880+138.3% | $6,713+73.2% |
| Admin fee / account holder | $14,391 | $7,888+82.4% | $6,737+113.6% | $11,407+26.2% |