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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 | $147,409 | $94,031+56.8% | $115,768+27.3% | $82,448+78.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 16.90% | 20.61%-3.7pp | 100.46%-83.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $10,007 | $2,323+330.7% | $2,940+240.4% | $2,551+292.3% |
| Participant deferral / active EE | $6,769 | $3,972+70.4% | $4,917+37.7% | $4,139+63.5% |
| Admin fee / account holder | $17,854 | $10,249+74.2% | $12,439+43.5% | $7,234+146.8% |