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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 | $135,737 | $98,776+37.4% | $149,745-9.4% | $79,856+70.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.38% | 27.38%-9.0pp | 276.72%-258.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $7,476 | $3,217+132.4% | $4,646+60.9% | $2,471+202.5% |
| Participant deferral / active EE | $7,145 | $5,681+25.8% | $6,843+4.4% | $3,741+91.0% |
| Admin fee / account holder | $21,898 | $6,053+261.8% | $9,312+135.2% | $5,306+312.7% |