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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 | $141,224 | $72,273+95.4% | $101,275+39.4% | $79,856+76.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.47% | 22.30%-1.8pp | 46.48%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $6,617 | $2,691+145.9% | $3,660+80.8% | $2,471+167.8% |
| Participant deferral / active EE | $6,260 | $3,282+90.8% | $4,371+43.2% | $3,741+67.4% |
| Admin fee / account holder | $13,234 | $4,401+200.7% | $5,948+122.5% | $5,306+149.4% |