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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 | $241,207 | $84,236+186.3% | $170,435+41.5% | $70,126+244.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.87% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $3,551 | $3,387+4.8% | $5,432-34.6% | $2,343+51.6% |
| Participant deferral / active EE | $7,260 | $3,086+135.3% | $4,939+47.0% | $3,332+117.9% |
| Admin fee / account holder | $6,683 | $5,698+17.3% | $13,881-51.9% | $4,645+43.9% |