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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 | $187,810 | $93,598+100.7% | $135,974+38.1% | $75,173+149.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 30.43% | 30.89%-0.5pp | 68.30%-37.9pp | 160.72%-130.3pp |
| Employer contribution / active EE | $11,300 | $3,538+219.4% | $4,859+132.6% | $2,671+323.1% |
| Participant deferral / active EE | $9,283 | $6,405+44.9% | $7,760+19.6% | $4,126+125.0% |
| Admin fee / account holder | $12,663 | $6,978+81.5% | $10,767+17.6% | $5,651+124.1% |