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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 | $137,207 | $57,352+139.2% | $83,831+63.7% | $64,173+113.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 8.01% | 11.38%-3.4pp | 850.99%-843.0pp | 7.63%+0.4pp |
| Employer contribution / active EE | $8,657 | $2,546+240.1% | $3,631+138.4% | $2,381+263.6% |
| Participant deferral / active EE | $9,176 | $2,993+206.6% | $4,082+124.8% | $3,470+164.4% |
| Admin fee / account holder | $1,403 | $4,046-65.3% | $5,479-74.4% | $4,887-71.3% |