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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 | $243,287 | $81,233+199.5% | $155,567+56.4% | $80,874+200.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.21% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $7,519 | $3,101+142.5% | $4,674+60.9% | $2,756+172.9% |
| Participant deferral / active EE | $2,810 | $3,452-18.6% | $5,628-50.1% | $4,297-34.6% |
| Admin fee / account holder | $956 | $7,998-88.1% | $15,916-94.0% | $6,935-86.2% |