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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 | $169,225 | $91,559+84.8% | $133,971+26.3% | $79,852+111.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.09% | 61.85%-45.8pp | 45.09%-29.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $6,289 | $2,384+163.8% | $3,919+60.5% | $2,471+154.5% |
| Participant deferral / active EE | $5,327 | $3,734+42.7% | $5,047+5.6% | $3,740+42.4% |
| Admin fee / account holder | $6,610 | $6,321+4.6% | $8,929-26.0% | $5,306+24.6% |