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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 | $178,555 | $84,236+112.0% | $170,435+4.8% | $70,126+154.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.12% | 23.06%-6.9pp | 205.94%-189.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $16,281 | $3,387+380.7% | $5,432+199.7% | $2,343+595.0% |
| Participant deferral / active EE | $4,662 | $3,086+51.1% | $4,939-5.6% | $3,332+39.9% |
| Admin fee / account holder | $21,096 | $5,698+270.2% | $13,881+52.0% | $4,645+354.1% |