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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 | $174,250 | $94,031+85.3% | $115,768+50.5% | $82,448+111.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 13.32% | 20.61%-7.3pp | 100.46%-87.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $6,944 | $2,323+198.9% | $2,940+136.2% | $2,551+172.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,863 | $10,249+15.7% | $12,439-4.6% | $7,234+64.0% |