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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 | $224,572 | $91,198+146.2% | $178,503+25.8% | $79,856+181.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 48.35% | 24.20%+24.2pp | 151.12%-102.8pp | 31.71%+16.6pp |
| Employer contribution / active EE | $8,674 | $3,257+166.3% | $5,011+73.1% | $2,471+251.0% |
| Participant deferral / active EE | $5,362 | $3,237+65.7% | $5,202+3.1% | $3,741+43.3% |
| Admin fee / account holder | $1,813 | $6,748-73.1% | $13,987-87.0% | $5,306-65.8% |