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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 | $214,027 | $106,749+100.5% | $145,433+47.2% | $82,448+159.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.02% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $9,726 | $3,444+182.4% | $4,554+113.6% | $2,551+281.3% |
| Participant deferral / active EE | $7,908 | $6,519+21.3% | $7,897+0.1% | $4,139+91.0% |
| Admin fee / account holder | $1,721 | $8,390-79.5% | $13,129-86.9% | $7,234-76.2% |