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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 | $81,233+191.0% | $155,567+51.9% | $80,874+192.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.08% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $10,176 | $3,101+228.2% | $4,674+117.7% | $2,756+269.3% |
| Participant deferral / active EE | $7,607 | $3,452+120.3% | $5,628+35.2% | $4,297+77.0% |
| Admin fee / account holder | $8,201 | $7,998+2.5% | $15,916-48.5% | $6,935+18.2% |