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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 | $242,339 | $81,446+197.5% | $103,374+134.4% | $80,874+199.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.99% | 25.57%-11.6pp | 24.89%-10.9pp | 35.62%-21.6pp |
| Employer contribution / active EE | $11,861 | $3,107+281.7% | $3,869+206.5% | $2,756+330.4% |
| Participant deferral / active EE | $10,074 | $3,870+160.3% | $5,058+99.2% | $4,297+134.4% |
| Admin fee / account holder | $31,346 | $6,715+366.8% | $8,394+273.4% | $6,935+352.0% |