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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 | $195,804 | $96,731+102.4% | $123,973+57.9% | $86,983+125.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 15.45% | 17.33%-1.9pp | 388.13%-372.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $9,732 | $3,297+195.2% | $4,126+135.9% | $2,584+276.6% |
| Participant deferral / active EE | $10,901 | $4,152+162.5% | $5,247+107.8% | $4,194+159.9% |
| Admin fee / account holder | $2,982 | $8,722-65.8% | $11,799-74.7% | $7,856-62.0% |