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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 | $235,015 | $85,766+174.0% | $136,295+72.4% | $70,131+235.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.85% | 31.45%-16.6pp | 5155.97%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $9,521 | $2,966+221.0% | $4,695+102.8% | $2,342+306.4% |
| Participant deferral / active EE | $4,917 | $5,051-2.7% | $6,247-21.3% | $3,332+47.6% |
| Admin fee / account holder | $21,036 | $5,420+288.1% | $9,243+127.6% | $4,645+352.8% |