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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 | $209,287 | $102,382+104.4% | $147,005+42.4% | $80,874+158.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.09% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $12,781 | $3,715+244.0% | $4,934+159.0% | $2,756+363.8% |
| Participant deferral / active EE | $13,882 | $6,646+108.9% | $8,070+72.0% | $4,297+223.1% |
| Admin fee / account holder | $13,558 | $7,942+70.7% | $13,006+4.2% | $6,935+95.5% |