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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 | $239,357 | $56,894+320.7% | $84,753+182.4% | $62,881+280.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.45% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $14,875 | $2,400+519.8% | $3,574+316.1% | $2,281+552.1% |
| Participant deferral / active EE | $8,132 | $2,709+200.2% | $3,712+119.1% | $3,203+153.9% |
| Admin fee / account holder | $8,589 | $3,581+139.8% | $5,333+61.0% | $4,296+99.9% |