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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 | $230,924 | $71,230+224.2% | $93,727+146.4% | $80,959+185.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 18.19% | 11.26%+6.9pp | 133.83%-115.6pp | 35.67%-17.5pp |
| Employer contribution / active EE | $6,668 | $1,565+326.0% | $2,421+175.4% | $2,757+141.8% |
| Participant deferral / active EE | $8,479 | $4,037+110.0% | $4,417+92.0% | $4,300+97.2% |
| Admin fee / account holder | $2,231 | $6,961-68.0% | $8,292-73.1% | $6,925-67.8% |