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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 | $196,968 | $106,749+84.5% | $145,433+35.4% | $82,448+138.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.74% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $10,696 | $3,444+210.5% | $4,554+134.8% | $2,551+319.3% |
| Participant deferral / active EE | $12,026 | $6,519+84.5% | $7,897+52.3% | $4,139+190.5% |
| Admin fee / account holder | $7,556 | $8,390-9.9% | $13,129-42.5% | $7,234+4.4% |