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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 | $232,360 | $56,894+308.4% | $84,753+174.2% | $62,881+269.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.95% | 6.30%+1.6pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $13,151 | $2,400+448.0% | $3,574+267.9% | $2,281+476.6% |
| Participant deferral / active EE | $4,799 | $2,709+77.1% | $3,712+29.3% | $3,203+49.8% |
| Admin fee / account holder | $3,753 | $3,581+4.8% | $5,333-29.6% | $4,296-12.6% |