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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 | $181,687 | $93,598+94.1% | $135,974+33.6% | $75,173+141.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.40% | 30.89%-13.5pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $8,568 | $3,538+142.2% | $4,859+76.3% | $2,671+220.8% |
| Participant deferral / active EE | $11,424 | $6,405+78.3% | $7,760+47.2% | $4,126+176.9% |
| Admin fee / account holder | $15,011 | $6,978+115.1% | $10,767+39.4% | $5,651+165.7% |