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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 | $173,508 | $106,749+62.5% | $145,433+19.3% | $82,448+110.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.78% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $9,449 | $3,444+174.3% | $4,554+107.5% | $2,551+270.4% |
| Participant deferral / active EE | $11,498 | $6,519+76.4% | $7,897+45.6% | $4,139+177.8% |
| Admin fee / account holder | $37,378 | $8,390+345.5% | $13,129+184.7% | $7,234+416.7% |