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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 | $238,258 | $85,766+177.8% | $136,298+74.8% | $70,126+239.8% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 20.60% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.5pp |
| Employer contribution / active EE | $9,753 | $2,966+228.8% | $4,696+107.7% | $2,343+316.3% |
| Participant deferral / active EE | $9,275 | $5,051+83.6% | $6,247+48.5% | $3,332+178.4% |
| Admin fee / account holder | $20,238 | $5,421+273.4% | $9,244+118.9% | $4,645+335.7% |