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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 | $167,045 | $201,264-17.0% | $184,185-9.3% | $145,978+14.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.96% | 29.00%-15.0pp | 28.81%-14.8pp | 550.52%-536.6pp |
| Employer contribution / active EE | $11,583 | $7,021+65.0% | $6,426+80.3% | $4,662+148.5% |
| Participant deferral / active EE | $51,750 | $9,806+427.7% | $9,132+466.7% | $6,690+673.6% |
| Admin fee / account holder | $43,431 | $16,376+165.2% | $13,909+212.2% | $13,400+224.1% |