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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 | $140,242 | $25,014+460.6% | $69,623+101.4% | $80,935+73.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.7%+32.3pp |
| Annual return | 12.93% | 19.08%-6.1pp | 101.23%-88.3pp | 35.66%-22.7pp |
| Employer contribution / active EE | $4,357 | $991+339.5% | $1,709+155.0% | $2,757+58.0% |
| Participant deferral / active EE | $6,712 | $1,840+264.9% | $2,890+132.3% | $4,299+56.1% |
| Admin fee / account holder | $16,689 | $2,491+570.0% | $4,696+255.4% | $6,924+141.0% |