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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 | $243,869 | $93,617+160.5% | $135,982+79.3% | $75,177+224.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.36% | 30.89%-7.5pp | 68.32%-45.0pp | 160.75%-137.4pp |
| Employer contribution / active EE | $11,433 | $3,538+223.1% | $4,859+135.3% | $2,671+328.0% |
| Participant deferral / active EE | $13,269 | $6,406+107.1% | $7,760+71.0% | $4,126+221.6% |
| Admin fee / account holder | $1,400 | $6,980-79.9% | $10,767-87.0% | $5,651-75.2% |