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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 | $227,413 | $91,179+149.4% | $178,499+27.4% | $79,852+184.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.40% | 24.19%-8.8pp | 151.10%-135.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $10,046 | $3,256+208.6% | $5,011+100.5% | $2,471+306.6% |
| Participant deferral / active EE | $8,358 | $3,236+158.3% | $5,202+60.7% | $3,740+123.5% |
| Admin fee / account holder | $1,065 | $6,749-84.2% | $13,986-92.4% | $5,306-79.9% |