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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 | $149,170 | $81,233+83.6% | $155,567-4.1% | $80,874+84.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.22% | 33.33%-17.1pp | 64.74%-48.5pp | 35.62%-19.4pp |
| Employer contribution / active EE | $9,664 | $3,101+211.7% | $4,674+106.7% | $2,756+250.7% |
| Participant deferral / active EE | $6,485 | $3,452+87.8% | $5,628+15.2% | $4,297+50.9% |
| Admin fee / account holder | $850 | $7,998-89.4% | $15,916-94.7% | $6,935-87.7% |