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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 | $178,421 | $87,546+103.8% | $75,784+135.4% | $125,389+42.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 10.79% | 13.49%-2.7pp | 9.68%+1.1pp | 282.24%-271.5pp |
| Employer contribution / active EE | $4,856 | $3,930+23.6% | $3,323+46.1% | $4,866-0.2% |
| Participant deferral / active EE | $8,369 | $4,230+97.9% | $3,652+129.2% | $5,352+56.4% |
| Admin fee / account holder | $104,282 | $6,503+1503.7% | $5,300+1867.7% | $9,541+993.0% |