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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 | $68,782 | $80,731-14.8% | $103,374-33.5% | $74,546-7.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 20.03% | 27.56%-7.5pp | 24.89%-4.9pp | 1366.03%-1346.0pp |
| Employer contribution / active EE | $9,255 | $3,158+193.1% | $3,869+139.2% | $2,624+252.6% |
| Participant deferral / active EE | $7,216 | $3,860+86.9% | $5,058+42.7% | $4,347+66.0% |
| Admin fee / account holder | $2,374 | $2,369+0.2% | $8,394-71.7% | $1,944+22.2% |