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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 | $242,117 | $81,331+197.7% | $155,534+55.7% | $80,935+199.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.08% | 33.37%-17.3pp | 64.92%-48.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $7,739 | $3,105+149.3% | $4,675+65.6% | $2,757+180.7% |
| Participant deferral / active EE | $7,209 | $3,454+108.7% | $5,630+28.0% | $4,299+67.7% |
| Admin fee / account holder | $18,182 | $7,999+127.3% | $15,900+14.4% | $6,924+162.6% |