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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 | $216,213 | $93,598+131.0% | $135,974+59.0% | $75,173+187.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.69% | 30.89%-15.2pp | 68.30%-52.6pp | 160.72%-145.0pp |
| Employer contribution / active EE | $8,213 | $3,538+132.1% | $4,859+69.0% | $2,671+207.5% |
| Participant deferral / active EE | $3,387 | $6,405-47.1% | $7,760-56.4% | $4,126-17.9% |
| Admin fee / account holder | $36,981 | $6,978+430.0% | $10,767+243.5% | $5,651+554.5% |