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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 | $232,024 | $48,076+382.6% | $78,690+194.9% | $62,891+268.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.71% | 31.35%-23.6pp | 62.18%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $10,695 | $2,015+430.9% | $2,851+275.2% | $2,281+368.9% |
| Participant deferral / active EE | $8,186 | $2,588+216.3% | $3,517+132.8% | $3,203+155.6% |
| Admin fee / account holder | $4,481 | $3,207+39.7% | $4,511-0.7% | $4,296+4.3% |