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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 | $222,111 | $81,487+172.6% | $102,412+116.9% | $80,935+174.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.51% | 25.60%-10.1pp | 24.94%-9.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $2,910 | $3,103-6.2% | $3,870-24.8% | $2,757+5.6% |
| Participant deferral / active EE | $11,802 | $3,871+204.9% | $5,060+133.2% | $4,299+174.5% |
| Admin fee / account holder | $91,320 | $6,717+1259.5% | $8,388+988.8% | $6,924+1218.8% |