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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 | $242,899 | $77,920+211.7% | $149,723+62.2% | $75,177+223.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.83% | 31.72%-16.9pp | 134.50%-119.7pp | 160.75%-145.9pp |
| Employer contribution / active EE | $30,509 | $3,138+872.2% | $4,821+532.8% | $2,671+1042.2% |
| Participant deferral / active EE | $17,921 | $3,411+425.3% | $5,682+215.4% | $4,126+334.3% |
| Admin fee / account holder | $24,343 | $5,951+309.1% | $13,215+84.2% | $5,651+330.8% |