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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 | $145,396 | $77,638+87.3% | $156,551-7.1% | $62,881+131.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.30% | 50.33%-40.0pp | 32.23%-21.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $11,032 | $3,444+220.3% | $5,501+100.5% | $2,281+383.6% |
| Participant deferral / active EE | $8,088 | $3,046+165.6% | $4,871+66.0% | $3,203+152.5% |
| Admin fee / account holder | $28,706 | $5,561+416.2% | $13,028+120.3% | $4,296+568.2% |