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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 | $192,115 | $78,425+145.0% | $95,956+100.2% | $79,858+140.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.51% | 19.37%-4.9pp | 91.63%-77.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $3,515 | $1,945+80.7% | $2,541+38.3% | $2,471+42.2% |
| Participant deferral / active EE | $9,653 | $3,440+180.6% | $4,167+131.7% | $3,740+158.1% |
| Admin fee / account holder | $16,871 | $5,622+200.1% | $6,797+148.2% | $5,306+218.0% |