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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 | $204,561 | $76,407+167.7% | $150,298+36.1% | $82,448+148.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.52% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $12,781 | $2,614+388.9% | $4,154+207.7% | $2,551+401.0% |
| Participant deferral / active EE | $13,390 | $3,214+316.6% | $5,453+145.6% | $4,139+223.5% |
| Admin fee / account holder | $8,403 | $6,352+32.3% | $14,116-40.5% | $7,234+16.2% |