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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 | $240,056 | $77,817+208.5% | $123,553+94.3% | $64,173+274.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 2.22% | 12.49%-10.3pp | 119.21%-117.0pp | 7.63%-5.4pp |
| Employer contribution / active EE | $7,670 | $3,014+154.5% | $4,628+65.7% | $2,381+222.2% |
| Participant deferral / active EE | $7,009 | $5,240+33.7% | $6,426+9.1% | $3,470+102.0% |
| Admin fee / account holder | $80,750 | $5,519+1363.1% | $9,284+769.7% | $4,887+1552.2% |