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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 | $224,445 | $145,431+54.3% | $211,142+6.3% | $87,485+156.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 19.99% | 27.21%-7.2pp | 46.84%-26.8pp | 26.06%-6.1pp |
| Employer contribution / active EE | $32,337 | $4,662+593.7% | $6,442+402.0% | $2,596+1145.5% |
| Participant deferral / active EE | $18,694 | $6,859+172.6% | $9,284+101.4% | $4,274+337.4% |
| Admin fee / account holder | $17,516 | $17,052+2.7% | $19,076-8.2% | $7,775+125.3% |