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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 | $215,927 | $90,486+138.6% | $78,676+174.5% | $273,972-21.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.61% | 75.62%-67.0pp | 62.19%-53.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $12,061 | $3,175+279.9% | $2,850+323.2% | $4,869+147.7% |
| Participant deferral / active EE | $13,728 | $3,901+251.9% | $3,517+290.4% | $5,287+159.6% |
| Admin fee / account holder | $2,957 | $5,263-43.8% | $4,510-34.4% | $10,133-70.8% |