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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 | $240,670 | $85,171+182.6% | $172,753+39.3% | $72,976+229.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.92% | 27.32%-7.4pp | 803.00%-783.1pp | 81.02%-61.1pp |
| Employer contribution / active EE | $8,273 | $3,324+148.9% | $5,144+60.8% | $2,440+239.0% |
| Participant deferral / active EE | $4,753 | $3,260+45.8% | $5,198-8.6% | $3,608+31.7% |
| Admin fee / account holder | $51,664 | $5,880+778.6% | $13,956+270.2% | $5,124+908.3% |