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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 | $154,501 | $78,428+97.0% | $95,960+61.0% | $79,852+93.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.98% | 19.37%-6.4pp | 91.63%-78.7pp | 31.72%-18.7pp |
| Employer contribution / active EE | $6,676 | $1,945+243.2% | $2,541+162.7% | $2,471+170.2% |
| Participant deferral / active EE | $7,580 | $3,440+120.4% | $4,167+81.9% | $3,740+102.7% |
| Admin fee / account holder | $13,479 | $5,622+139.7% | $6,797+98.3% | $5,306+154.0% |