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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 | $167,640 | $84,236+99.0% | $170,435-1.6% | $70,126+139.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.79% | 23.06%-4.3pp | 205.94%-187.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $10,711 | $3,387+216.2% | $5,432+97.2% | $2,343+357.2% |
| Participant deferral / active EE | $7,477 | $3,086+142.3% | $4,939+51.4% | $3,332+124.4% |
| Admin fee / account holder | $2,344 | $5,698-58.9% | $13,881-83.1% | $4,645-49.5% |