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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 | $237,543 | $57,061+316.3% | $85,063+179.3% | $80,911+193.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 15.92% | 21.66%-5.7pp | 66.54%-50.6pp | 35.63%-19.7pp |
| Employer contribution / active EE | $13,160 | $1,799+631.6% | $2,727+382.5% | $2,756+377.5% |
| Participant deferral / active EE | $10,222 | $3,110+228.6% | $4,523+126.0% | $4,297+137.9% |
| Admin fee / account holder | $4,088 | $4,986-18.0% | $6,155-33.6% | $6,935-41.1% |