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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 | $239,776 | $99,994+139.8% | $146,647+63.5% | $85,851+179.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.53% | 18.93%-0.4pp | 22.75%-4.2pp | 318.63%-300.1pp |
| Employer contribution / active EE | $1,536 | $2,559-40.0% | $4,137-62.9% | $2,565-40.1% |
| Participant deferral / active EE | $3,840 | $4,006-4.2% | $5,506-30.3% | $3,952-2.9% |
| Admin fee / account holder | $9,313 | $7,703+20.9% | $10,281-9.4% | $6,261+48.7% |