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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 | $167,983 | $106,749+57.4% | $145,433+15.5% | $82,448+103.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $20,042 | $3,444+481.9% | $4,554+340.1% | $2,551+685.7% |
| Participant deferral / active EE | $19,539 | $6,519+199.7% | $7,897+147.4% | $4,139+372.0% |
| Admin fee / account holder | $13,904 | $8,390+65.7% | $13,129+5.9% | $7,234+92.2% |