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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 | $109,788 | $52,580+108.8% | $71,671+53.2% | $70,126+56.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 17.88% | 20.25%-2.4pp | 20.65%-2.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $6,806 | $1,616+321.2% | $2,460+176.7% | $2,343+190.5% |
| Participant deferral / active EE | $7,562 | $2,386+216.9% | $3,438+119.9% | $3,332+127.0% |
| Admin fee / account holder | $10,289 | $3,653+181.7% | $5,558+85.1% | $4,645+121.5% |