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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 | $212,961 | $71,197+199.1% | $93,669+127.4% | $80,925+163.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 19.96% | 11.27%+8.7pp | 133.59%-113.6pp | 35.65%-15.7pp |
| Employer contribution / active EE | $8,826 | $1,565+464.0% | $2,424+264.2% | $2,756+220.2% |
| Participant deferral / active EE | $6,611 | $4,036+63.8% | $4,416+49.7% | $4,299+53.8% |
| Admin fee / account holder | $3,523 | $6,959-49.4% | $8,291-57.5% | $6,940-49.2% |