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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 | $158,205 | $77,670+103.7% | $109,163+44.9% | $79,393+99.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 22.56% | 23.44%-0.9pp | 25.75%-3.2pp | 116.87%-94.3pp |
| Employer contribution / active EE | $11,332 | $2,798+305.0% | $3,723+204.4% | $2,428+366.8% |
| Participant deferral / active EE | $11,574 | $3,518+229.0% | $4,654+148.7% | $4,046+186.1% |
| Admin fee / account holder | $8,881 | $732+1112.7% | $6,754+31.5% | $627+1317.6% |