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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 | $189,666 | $98,766+92.0% | $149,730+26.7% | $79,852+137.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.94% | 27.43%-13.5pp | 276.70%-262.8pp | 31.72%-17.8pp |
| Employer contribution / active EE | $2,368 | $3,217-26.4% | $4,645-49.0% | $2,471-4.2% |
| Participant deferral / active EE | $7,942 | $5,681+39.8% | $6,843+16.1% | $3,740+112.3% |
| Admin fee / account holder | $46,448 | $6,052+667.5% | $9,310+398.9% | $5,306+775.3% |