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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 | $218,363 | $99,875+118.6% | $146,866+48.7% | $86,983+151.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.72% | 28.10%-11.4pp | 102.85%-86.1pp | 25.83%-9.1pp |
| Employer contribution / active EE | $7,070 | $3,224+119.3% | $4,425+59.8% | $2,584+173.6% |
| Participant deferral / active EE | $10,286 | $6,322+62.7% | $7,759+32.6% | $4,194+145.3% |
| Admin fee / account holder | $13,136 | $7,838+67.6% | $13,620-3.6% | $7,856+67.2% |