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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 | $236,374 | $81,358+190.5% | $155,556+52.0% | $80,959+192.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.08% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $10,176 | $3,106+227.6% | $4,675+117.6% | $2,757+269.1% |
| Participant deferral / active EE | $7,607 | $3,455+120.1% | $5,631+35.1% | $4,300+76.9% |
| Admin fee / account holder | $8,201 | $7,994+2.6% | $15,885-48.4% | $6,925+18.4% |