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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 | $190,524 | $81,446+133.9% | $103,374+84.3% | $80,874+135.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.25% | 25.57%-12.3pp | 24.89%-11.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $23,714 | $3,107+663.2% | $3,869+512.9% | $2,756+760.6% |
| Participant deferral / active EE | $8,264 | $3,870+113.5% | $5,058+63.4% | $4,297+92.3% |
| Admin fee / account holder | $12,220 | $6,715+82.0% | $8,394+45.6% | $6,935+76.2% |