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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 | $162,348 | $81,947+98.1% | $105,387+54.1% | $72,976+122.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.12% | 42.90%-22.8pp | 26.82%-6.7pp | 81.02%-60.9pp |
| Employer contribution / active EE | $7,812 | $3,468+125.2% | $4,213+85.4% | $2,440+220.1% |
| Participant deferral / active EE | $6,630 | $4,494+47.5% | $5,502+20.5% | $3,608+83.8% |
| Admin fee / account holder | $7,032 | $6,258+12.4% | $6,559+7.2% | $5,124+37.2% |