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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 | $215,720 | $91,198+136.5% | $178,503+20.8% | $79,856+170.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.85% | 24.20%-13.3pp | 151.12%-140.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $7,792 | $3,257+139.3% | $5,011+55.5% | $2,471+215.3% |
| Participant deferral / active EE | $5,308 | $3,237+64.0% | $5,202+2.0% | $3,741+41.9% |
| Admin fee / account holder | $1,856 | $6,748-72.5% | $13,987-86.7% | $5,306-65.0% |