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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 | $97,648+149.5% | $121,663+100.3% | $87,485+178.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 17.90% | 18.03%-0.1pp | 147.54%-129.6pp | 26.06%-8.2pp |
| Employer contribution / active EE | $6,463 | $2,300+181.0% | $3,020+114.0% | $2,596+149.0% |
| Participant deferral / active EE | $7,789 | $3,923+98.5% | $4,887+59.4% | $4,274+82.2% |
| Admin fee / account holder | $7,952 | $11,100-28.4% | $14,289-44.3% | $7,775+2.3% |