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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 | $207,576 | $72,273+187.2% | $101,275+105.0% | $79,856+159.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.38% | 22.30%-9.9pp | 46.48%-34.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $10,166 | $2,691+277.8% | $3,660+177.8% | $2,471+311.4% |
| Participant deferral / active EE | $1,728 | $3,282-47.4% | $4,371-60.5% | $3,741-53.8% |
| Admin fee / account holder | $4,201 | $4,401-4.5% | $5,948-29.4% | $5,306-20.8% |