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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 | $245,631 | $63,082+289.4% | $81,716+200.6% | $79,852+207.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 24.01% | 22.66%+1.3pp | 29.49%-5.5pp | 31.72%-7.7pp |
| Employer contribution / active EE | $7,607 | $1,795+323.7% | $4,310+76.5% | $2,471+207.8% |
| Participant deferral / active EE | $5,985 | $2,780+115.3% | $7,108-15.8% | $3,740+60.0% |
| Admin fee / account holder | $7,947 | $4,428+79.5% | $5,159+54.0% | $5,306+49.8% |