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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 | $224,178 | $87,834+155.2% | $133,975+67.3% | $62,881+256.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.88% | 12.05%-2.2pp | 29.29%-19.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $13,331 | $3,482+282.8% | $5,211+155.8% | $2,281+484.4% |
| Participant deferral / active EE | $16,610 | $4,812+245.2% | $6,282+164.4% | $3,203+418.6% |
| Admin fee / account holder | $10,659 | $5,372+98.4% | $9,324+14.3% | $4,296+148.1% |