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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 | $231,564 | $81,276+184.9% | $155,574+48.8% | $80,925+186.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.47% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $6,769 | $3,103+118.1% | $4,676+44.8% | $2,756+145.6% |
| Participant deferral / active EE | $4,686 | $3,453+35.7% | $5,629-16.8% | $4,299+9.0% |
| Admin fee / account holder | $7,773 | $7,993-2.8% | $15,914-51.2% | $6,940+12.0% |