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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 | $213,643 | $108,825+96.3% | $156,181+36.8% | $82,448+159.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 17.41% | 20.59%-3.2pp | 64.87%-47.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $11,504 | $2,870+300.9% | $4,294+167.9% | $2,551+351.0% |
| Participant deferral / active EE | $11,505 | $4,577+151.4% | $6,132+87.6% | $4,139+177.9% |
| Admin fee / account holder | $6,263 | $9,341-33.0% | $14,586-57.1% | $7,234-13.4% |