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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 | $211,394 | $167,353+26.3% | $143,797+47.0% | $134,545+57.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 4.12% | 0.48%+3.6pp | -0.04%+4.2pp | 418.37%-414.2pp |
| Employer contribution / active EE | $12,172 | $5,620+116.6% | $4,952+145.8% | $4,742+156.7% |
| Participant deferral / active EE | $14,776 | $6,447+129.2% | $5,638+162.1% | $6,401+130.8% |
| Admin fee / account holder | $216,481 | $18,096+1096.3% | $14,679+1374.8% | $11,431+1793.9% |