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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 | $158,083 | $91,179+73.4% | $178,499-11.4% | $79,852+98.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.79% | 24.19%-7.4pp | 151.10%-134.3pp | 31.72%-14.9pp |
| Employer contribution / active EE | $11,633 | $3,256+257.3% | $5,011+132.1% | $2,471+370.8% |
| Participant deferral / active EE | $7,584 | $3,236+134.4% | $5,202+45.8% | $3,740+102.8% |
| Admin fee / account holder | $9,175 | $6,749+36.0% | $13,986-34.4% | $5,306+72.9% |