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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 | $192,987 | $85,171+126.6% | $172,752+11.7% | $72,975+164.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.82% | 27.32%-6.5pp | 802.97%-782.2pp | 81.01%-60.2pp |
| Employer contribution / active EE | $11,445 | $3,324+244.3% | $5,144+122.5% | $2,440+369.1% |
| Participant deferral / active EE | $7,879 | $3,260+141.7% | $5,198+51.6% | $3,608+118.4% |
| Admin fee / account holder | $13,168 | $5,880+123.9% | $13,955-5.6% | $5,124+157.0% |