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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 | $211,475 | $45,041+369.5% | $63,003+235.7% | $70,131+201.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.17% | 18.76%-2.6pp | 87.59%-71.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $10,725 | $2,052+422.6% | $2,760+288.6% | $2,342+357.9% |
| Participant deferral / active EE | $11,565 | $2,465+369.1% | $3,329+247.4% | $3,332+247.1% |
| Admin fee / account holder | $8,765 | $2,836+209.1% | $3,600+143.5% | $4,645+88.7% |