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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 | $205,461 | $76,551+168.4% | $123,894+65.8% | $62,881+226.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.26% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $8,481 | $2,882+194.2% | $4,617+83.7% | $2,281+271.8% |
| Participant deferral / active EE | $6,285 | $4,840+29.9% | $5,984+5.0% | $3,203+96.2% |
| Admin fee / account holder | $25,383 | $4,826+426.0% | $8,357+203.7% | $4,296+490.9% |