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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 | $150,194 | $89,367+68.1% | $141,191+6.4% | $72,975+105.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.44% | 111.87%-90.4pp | 71.41%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $9,639 | $3,115+209.4% | $4,736+103.5% | $2,440+295.0% |
| Participant deferral / active EE | $4,576 | $5,419-15.5% | $6,710-31.8% | $3,608+26.8% |
| Admin fee / account holder | $3,713 | $5,957-37.7% | $10,264-63.8% | $5,124-27.5% |