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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 | $234,730 | $102,422+129.2% | $147,117+59.6% | $80,959+189.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.85% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $8,473 | $3,717+127.9% | $4,932+71.8% | $2,757+207.3% |
| Participant deferral / active EE | $11,071 | $6,652+66.4% | $8,065+37.3% | $4,300+157.4% |
| Admin fee / account holder | $3,178 | $7,953-60.0% | $12,993-75.5% | $6,925-54.1% |