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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 | $182,406 | $93,345+95.4% | $119,126+53.1% | $87,485+108.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 17.45% | 19.08%-1.6pp | 282.11%-264.7pp | 26.06%-8.6pp |
| Employer contribution / active EE | $11,754 | $3,172+270.6% | $4,034+191.4% | $2,596+352.7% |
| Participant deferral / active EE | $6,084 | $4,099+48.4% | $5,318+14.4% | $4,274+42.4% |
| Admin fee / account holder | $5,728 | $8,039-28.7% | $10,693-46.4% | $7,775-26.3% |