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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 | $197,792 | $51,708+282.5% | $106,619+85.5% | $62,881+214.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 11.02% | 4.69%+6.3pp | 9.42%+1.6pp | 20.14%-9.1pp |
| Employer contribution / active EE | $7,015 | $1,764+297.8% | $3,947+77.7% | $2,281+207.6% |
| Participant deferral / active EE | $4,198 | $2,315+81.3% | $3,930+6.8% | $3,203+31.1% |
| Admin fee / account holder | $1,180 | $3,349-64.8% | $6,418-81.6% | $4,296-72.5% |