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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 | $243,656 | $94,031+159.1% | $115,768+110.5% | $82,448+195.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 17.90% | 20.61%-2.7pp | 100.46%-82.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $6,463 | $2,323+178.2% | $2,940+119.9% | $2,551+153.4% |
| Participant deferral / active EE | $7,789 | $3,972+96.1% | $4,917+58.4% | $4,139+88.2% |
| Admin fee / account holder | $7,952 | $10,249-22.4% | $12,439-36.1% | $7,234+9.9% |