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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 | $161,637 | $84,236+91.9% | $170,435-5.2% | $70,126+130.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.82% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $7,272 | $3,387+114.7% | $5,432+33.9% | $2,343+210.4% |
| Participant deferral / active EE | $5,926 | $3,086+92.0% | $4,939+20.0% | $3,332+77.9% |
| Admin fee / account holder | $37,183 | $5,698+552.5% | $13,881+167.9% | $4,645+700.4% |