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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 | $190,232 | $89,370+112.9% | $141,197+34.7% | $72,976+160.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.67% | 111.88%-90.2pp | 71.41%-49.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $4,176 | $3,115+34.1% | $4,736-11.8% | $2,440+71.1% |
| Participant deferral / active EE | $9,325 | $5,419+72.1% | $6,710+39.0% | $3,608+158.5% |
| Admin fee / account holder | $12,124 | $5,957+103.5% | $10,265+18.1% | $5,124+136.6% |