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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 | $195,315 | $89,370+118.5% | $141,197+38.3% | $72,976+167.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.00% | 111.88%-89.9pp | 71.41%-49.4pp | 81.02%-59.0pp |
| Employer contribution / active EE | $7,381 | $3,115+136.9% | $4,736+55.8% | $2,440+202.5% |
| Participant deferral / active EE | $7,340 | $5,419+35.5% | $6,710+9.4% | $3,608+103.4% |
| Admin fee / account holder | $8,447 | $5,957+41.8% | $10,265-17.7% | $5,124+64.8% |