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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 | $201,219 | $78,423+156.6% | $95,964+109.7% | $79,856+152.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.59% | 19.37%-3.8pp | 91.64%-76.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $6,777 | $1,945+248.4% | $2,541+166.7% | $2,471+174.3% |
| Participant deferral / active EE | $9,741 | $3,440+183.2% | $4,167+133.8% | $3,741+160.4% |
| Admin fee / account holder | $8,013 | $5,622+42.5% | $6,797+17.9% | $5,306+51.0% |