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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 | $202,909 | $99,875+103.2% | $146,866+38.2% | $86,983+133.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.64% | 28.10%-9.5pp | 102.85%-84.2pp | 25.83%-7.2pp |
| Employer contribution / active EE | $7,599 | $3,224+135.7% | $4,425+71.7% | $2,584+194.0% |
| Participant deferral / active EE | $12,098 | $6,322+91.4% | $7,759+55.9% | $4,194+188.5% |
| Admin fee / account holder | $7,633 | $7,838-2.6% | $13,620-44.0% | $7,856-2.8% |