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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 | $120,745 | $56,287+114.5% | $80,977+49.1% | $62,881+92.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 8.20% | 22.13%-13.9pp | 17.11%-8.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $6,778 | $1,943+248.9% | $3,715+82.5% | $2,281+197.2% |
| Participant deferral / active EE | $10,452 | $4,196+149.1% | $5,696+83.5% | $3,203+226.3% |
| Admin fee / account holder | $1,179 | $3,742-68.5% | $5,517-78.6% | $4,296-72.6% |