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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 | $197,602 | $86,050+129.6% | $189,758+4.1% | $94,015+110.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 12.47% | 17.77%-5.3pp | 52.62%-40.2pp | 17.84%-5.4pp |
| Employer contribution / active EE | $4,461 | $2,819+58.2% | $4,767-6.4% | $2,790+59.9% |
| Participant deferral / active EE | $8,572 | $3,349+156.0% | $5,856+46.4% | $4,249+101.7% |
| Admin fee / account holder | $29,434 | $6,627+344.2% | $20,388+44.4% | $8,951+228.8% |