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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 | $207,686 | $89,364+132.4% | $141,177+47.1% | $72,983+184.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.15% | 111.86%-90.7pp | 71.40%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $17,026 | $3,115+446.6% | $4,736+259.5% | $2,440+597.8% |
| Participant deferral / active EE | $11,167 | $5,419+106.1% | $6,710+66.4% | $3,608+209.6% |
| Admin fee / account holder | $17,561 | $5,959+194.7% | $10,263+71.1% | $5,124+242.7% |