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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 | $249,227 | $76,551+225.6% | $123,894+101.2% | $62,881+296.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.66% | 18.68%-8.0pp | 47.52%-36.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $7,146 | $2,882+147.9% | $4,617+54.8% | $2,281+213.3% |
| Participant deferral / active EE | $10,909 | $4,840+125.4% | $5,984+82.3% | $3,203+240.6% |
| Admin fee / account holder | $1,368 | $4,826-71.7% | $8,357-83.6% | $4,296-68.2% |