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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 | $177,355 | $77,638+128.4% | $156,551+13.3% | $62,881+182.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.25% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $10,962 | $3,444+218.3% | $5,501+99.3% | $2,281+380.6% |
| Participant deferral / active EE | $2,771 | $3,046-9.0% | $4,871-43.1% | $3,203-13.5% |
| Admin fee / account holder | $17,402 | $5,561+212.9% | $13,028+33.6% | $4,296+305.1% |