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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 | $221,026 | $85,171+159.5% | $172,752+27.9% | $72,975+202.9% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.7pp |
| Annual return | 20.88% | 27.32%-6.4pp | 802.97%-782.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $10,606 | $3,324+219.1% | $5,144+106.2% | $2,440+334.7% |
| Participant deferral / active EE | $6,853 | $3,260+110.2% | $5,198+31.8% | $3,608+89.9% |
| Admin fee / account holder | $17,959 | $5,880+205.4% | $13,955+28.7% | $5,124+250.5% |