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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 | $245,374 | $124,425+97.2% | $112,040+119.0% | $137,256+78.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.07% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $5,527 | $3,411+62.0% | $2,954+87.1% | $4,156+33.0% |
| Participant deferral / active EE | $14,112 | $5,718+146.8% | $5,098+176.8% | $6,407+120.3% |
| Admin fee / account holder | $1,483 | $15,207-90.3% | $12,098-87.7% | $12,270-87.9% |