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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 | $208,511 | $54,763+280.8% | $90,324+130.8% | $72,976+185.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.22% | 30.63%-13.4pp | 78.15%-60.9pp | 81.02%-63.8pp |
| Employer contribution / active EE | $5,228 | $2,093+149.8% | $2,856+83.1% | $2,440+114.3% |
| Participant deferral / active EE | $4,021 | $2,887+39.3% | $3,885+3.5% | $3,608+11.4% |
| Admin fee / account holder | $38,540 | $3,973+869.9% | $5,356+619.6% | $5,124+652.1% |