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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 | $198,546 | $79,955+148.3% | $98,461+101.6% | $75,173+164.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.34% | 19.75%-3.4pp | 21.17%-4.8pp | 160.72%-144.4pp |
| Employer contribution / active EE | $8,355 | $2,264+269.0% | $3,049+174.1% | $2,671+212.8% |
| Participant deferral / active EE | $4,440 | $3,752+18.3% | $4,738-6.3% | $4,126+7.6% |
| Admin fee / account holder | $24,553 | $6,841+258.9% | $8,961+174.0% | $5,651+334.5% |