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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 | $221,736 | $101,795+117.8% | $165,100+34.3% | $80,959+173.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 18.73% | 16.73%+2.0pp | 70.21%-51.5pp | 35.67%-16.9pp |
| Employer contribution / active EE | $10,958 | $2,954+271.0% | $4,348+152.0% | $2,757+297.4% |
| Participant deferral / active EE | $7,991 | $4,476+78.5% | $6,035+32.4% | $4,300+85.8% |
| Admin fee / account holder | $4,494 | $8,221-45.3% | $12,696-64.6% | $6,925-35.1% |