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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 | $233,828 | $78,423+198.2% | $95,964+143.7% | $79,856+192.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.62% | 19.37%-0.8pp | 91.64%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $4,438 | $1,945+128.1% | $2,541+74.6% | $2,471+79.6% |
| Participant deferral / active EE | $7,198 | $3,440+109.2% | $4,167+72.7% | $3,741+92.4% |
| Admin fee / account holder | $14,155 | $5,622+151.8% | $6,797+108.3% | $5,306+166.8% |