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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 | $218,300 | $60,349+261.7% | $74,184+194.3% | $62,881+247.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.23% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,583 | $1,680+172.7% | $2,370+93.3% | $2,281+100.9% |
| Participant deferral / active EE | $6,543 | $2,856+129.1% | $3,550+84.3% | $3,203+104.3% |
| Admin fee / account holder | $7,737 | $4,261+81.6% | $5,586+38.5% | $4,296+80.1% |