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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 | $190,714 | $77,920+144.8% | $149,723+27.4% | $75,177+153.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.18% | 31.72%-17.5pp | 134.50%-120.3pp | 160.75%-146.6pp |
| Employer contribution / active EE | $11,771 | $3,138+275.1% | $4,821+144.1% | $2,671+340.7% |
| Participant deferral / active EE | $8,073 | $3,411+136.6% | $5,682+42.1% | $4,126+95.6% |
| Admin fee / account holder | $5,408 | $5,951-9.1% | $13,215-59.1% | $5,651-4.3% |