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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 | $241,269 | $106,864+125.8% | $147,318+63.8% | $82,637+192.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.41% | 27.49%-9.1pp | 70.43%-52.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $10,254 | $3,417+200.1% | $4,593+123.3% | $2,552+301.8% |
| Participant deferral / active EE | $21,194 | $6,496+226.3% | $7,906+168.1% | $4,126+413.7% |
| Admin fee / account holder | $7,375 | $8,415-12.4% | $13,708-46.2% | $7,339+0.5% |