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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 | $233,169 | $77,460+201.0% | $100,378+132.3% | $80,925+188.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.73% | 37.24%-23.5pp | 49.41%-35.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $8,074 | $2,801+188.2% | $3,942+104.8% | $2,756+192.9% |
| Participant deferral / active EE | $9,243 | $6,818+35.6% | $8,087+14.3% | $4,299+115.0% |
| Admin fee / account holder | $11,526 | $5,887+95.8% | $7,899+45.9% | $6,940+66.1% |