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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 | $184,543 | $107,421+71.8% | $182,262+1.3% | $94,015+96.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 17.66% | 21.32%-3.7pp | 140.60%-122.9pp | 17.84%-0.2pp |
| Employer contribution / active EE | $9,234 | $3,448+167.8% | $5,046+83.0% | $2,790+231.0% |
| Participant deferral / active EE | $7,827 | $6,558+19.4% | $8,276-5.4% | $4,249+84.2% |
| Admin fee / account holder | $10,959 | $8,692+26.1% | $16,712-34.4% | $8,951+22.4% |