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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 | $209,135 | $58,311+258.7% | $81,882+155.4% | $80,959+158.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.26% | 41.85%-30.6pp | 779.47%-768.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $5,242 | $2,347+123.4% | $2,916+79.8% | $2,757+90.1% |
| Participant deferral / active EE | $9,964 | $3,287+203.1% | $4,323+130.5% | $4,300+131.7% |
| Admin fee / account holder | $7,137 | $4,752+50.2% | $7,360-3.0% | $6,925+3.1% |