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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 | $188,334 | $94,031+100.3% | $115,768+62.7% | $82,448+128.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 15.48% | 20.61%-5.1pp | 100.46%-85.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $10,128 | $2,323+335.9% | $2,940+244.5% | $2,551+297.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,331 | $10,249-18.7% | $12,439-33.0% | $7,234+15.2% |