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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 | $186,218 | $89,364+108.4% | $141,177+31.9% | $72,983+155.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.09% | 111.86%-90.8pp | 71.40%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $2,066 | $3,115-33.7% | $4,736-56.4% | $2,440-15.3% |
| Participant deferral / active EE | $7,424 | $5,419+37.0% | $6,710+10.6% | $3,608+105.8% |
| Admin fee / account holder | $22,994 | $5,959+285.9% | $10,263+124.0% | $5,124+348.7% |