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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 | $163,983 | $64,359+154.8% | $90,161+81.9% | $70,126+133.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.80% | 28.13%-8.3pp | 34.89%-15.1pp | 73.15%-53.3pp |
| Employer contribution / active EE | $15,108 | $2,046+638.6% | $3,318+355.3% | $2,343+545.0% |
| Participant deferral / active EE | $7,141 | $4,389+62.7% | $5,287+35.1% | $3,332+114.3% |
| Admin fee / account holder | $652 | $3,945-83.5% | $5,943-89.0% | $4,645-86.0% |