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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 | $218,198 | $85,171+156.2% | $172,753+26.3% | $72,976+199.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.39% | 27.32%-8.9pp | 803.00%-784.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $8,543 | $3,324+157.0% | $5,144+66.1% | $2,440+250.1% |
| Participant deferral / active EE | $8,107 | $3,260+148.7% | $5,198+56.0% | $3,608+124.7% |
| Admin fee / account holder | $6,543 | $5,880+11.3% | $13,956-53.1% | $5,124+27.7% |