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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 | $170,489 | $81,233+109.9% | $155,567+9.6% | $80,874+110.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.47% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.1pp |
| Employer contribution / active EE | $9,184 | $3,101+196.2% | $4,674+96.5% | $2,756+233.3% |
| Participant deferral / active EE | $6,220 | $3,452+80.2% | $5,628+10.5% | $4,297+44.8% |
| Admin fee / account holder | $1,871 | $7,998-76.6% | $15,916-88.2% | $6,935-73.0% |