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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 | $171,952 | $105,210+63.4% | $159,487+7.8% | $85,851+100.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.30% | 45.08%-31.8pp | 263.71%-250.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $8,198 | $3,319+147.0% | $4,831+69.7% | $2,565+219.6% |
| Participant deferral / active EE | $8,099 | $5,946+36.2% | $7,354+10.1% | $3,952+104.9% |
| Admin fee / account holder | $20,679 | $6,934+198.2% | $10,804+91.4% | $6,261+230.3% |