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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 | $201,211 | $89,259+125.4% | $107,187+87.7% | $82,637+143.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 35.40% | 21.02%+14.4pp | 204.55%-169.1pp | 53.51%-18.1pp |
| Employer contribution / active EE | $4,957 | $3,080+60.9% | $3,782+31.1% | $2,552+94.2% |
| Participant deferral / active EE | $8,281 | $4,037+105.1% | $5,096+62.5% | $4,126+100.7% |
| Admin fee / account holder | $4,443 | $7,381-39.8% | $9,162-51.5% | $7,339-39.5% |