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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 | $194,284 | $76,551+153.8% | $123,894+56.8% | $62,881+209.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 22.78% | 18.68%+4.1pp | 47.52%-24.7pp | 20.14%+2.6pp |
| Employer contribution / active EE | $9,594 | $2,882+232.9% | $4,617+107.8% | $2,281+320.6% |
| Participant deferral / active EE | $8,698 | $4,840+79.7% | $5,984+45.3% | $3,203+171.5% |
| Admin fee / account holder | $15,119 | $4,826+213.3% | $8,357+80.9% | $4,296+252.0% |