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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 | $229,870 | $67,602+240.0% | $82,312+179.3% | $70,126+227.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.77% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $12,797 | $1,755+629.2% | $2,428+427.0% | $2,343+446.3% |
| Participant deferral / active EE | $8,942 | $2,987+199.3% | $3,706+141.3% | $3,332+168.4% |
| Admin fee / account holder | $8,935 | $4,512+98.0% | $5,608+59.3% | $4,645+92.3% |