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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 | $204,561 | $86,050+137.7% | $189,758+7.8% | $94,015+117.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 19.52% | 17.77%+1.7pp | 52.62%-33.1pp | 17.84%+1.7pp |
| Employer contribution / active EE | $12,781 | $2,819+353.4% | $4,767+168.1% | $2,790+358.1% |
| Participant deferral / active EE | $13,390 | $3,349+299.9% | $5,856+128.7% | $4,249+215.1% |
| Admin fee / account holder | $8,403 | $6,627+26.8% | $20,388-58.8% | $8,951-6.1% |