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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 | $239,415 | $89,367+167.9% | $141,191+69.6% | $72,975+228.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.14% | 111.87%-89.7pp | 71.41%-49.3pp | 81.01%-58.9pp |
| Employer contribution / active EE | $8,564 | $3,115+174.9% | $4,736+80.8% | $2,440+251.0% |
| Participant deferral / active EE | $8,980 | $5,419+65.7% | $6,710+33.8% | $3,608+148.9% |
| Admin fee / account holder | $22,714 | $5,957+281.3% | $10,264+121.3% | $5,124+343.3% |