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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 | $169,329 | $94,439+79.3% | $73,658+129.9% | $154,746+9.4% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 13.69% | 28.25%-14.6pp | 29.72%-16.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,062 | $1,257+143.5% | $1,032+196.6% | $4,379-30.1% |
| Participant deferral / active EE | $11,591 | $2,527+358.7% | $2,062+462.2% | $6,730+72.2% |
| Admin fee / account holder | $16,706 | $3,843+334.7% | $3,357+397.7% | $14,365+16.3% |