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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 | $177,838 | $81,331+118.7% | $155,534+14.3% | $80,935+119.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.22% | 33.37%-22.2pp | 64.92%-53.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $11,543 | $3,105+271.8% | $4,675+146.9% | $2,757+318.7% |
| Participant deferral / active EE | $16,305 | $3,454+372.0% | $5,630+189.6% | $4,299+279.2% |
| Admin fee / account holder | $46,745 | $7,999+484.4% | $15,900+194.0% | $6,924+575.1% |