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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 | $178,971 | $78,423+128.2% | $95,964+86.5% | $79,856+124.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 22.81% | 19.37%+3.4pp | 91.64%-68.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $5,910 | $1,945+203.8% | $2,541+132.6% | $2,471+139.2% |
| Participant deferral / active EE | $9,821 | $3,440+185.5% | $4,167+135.7% | $3,741+162.6% |
| Admin fee / account holder | $15,304 | $5,622+172.2% | $6,797+125.1% | $5,306+188.4% |