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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 | $71,215+224.3% | $93,696+146.5% | $80,935+185.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 18.19% | 11.27%+6.9pp | 133.74%-115.6pp | 35.66%-17.5pp |
| Employer contribution / active EE | $6,668 | $1,565+326.0% | $2,422+175.3% | $2,757+141.9% |
| Participant deferral / active EE | $8,479 | $4,037+110.1% | $4,417+92.0% | $4,299+97.2% |
| Admin fee / account holder | $2,231 | $6,958-67.9% | $8,287-73.1% | $6,924-67.8% |