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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 | $249,174 | $109,359+127.9% | $162,185+53.6% | $72,976+241.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.56% | 25.46%-1.9pp | 115.61%-92.0pp | 81.02%-57.5pp |
| Employer contribution / active EE | $11,623 | $3,907+197.5% | $5,613+107.1% | $2,440+376.3% |
| Participant deferral / active EE | $17,230 | $5,481+214.3% | $7,297+136.1% | $3,608+377.6% |
| Admin fee / account holder | $27,946 | $7,972+250.6% | $10,844+157.7% | $5,124+445.4% |