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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 | $218,828 | $93,598+133.8% | $135,974+60.9% | $75,173+191.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.81% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $6,917 | $3,538+95.5% | $4,859+42.3% | $2,671+159.0% |
| Participant deferral / active EE | $11,954 | $6,405+86.6% | $7,760+54.0% | $4,126+189.7% |
| Admin fee / account holder | $15,769 | $6,978+126.0% | $10,767+46.5% | $5,651+179.1% |