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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 | $210,571 | $84,236+150.0% | $170,435+23.5% | $70,126+200.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.06% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $9,461 | $3,387+179.3% | $5,432+74.2% | $2,343+303.9% |
| Participant deferral / active EE | $8,329 | $3,086+169.9% | $4,939+68.6% | $3,332+150.0% |
| Admin fee / account holder | $8,252 | $5,698+44.8% | $13,881-40.5% | $4,645+77.6% |