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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 | $195,204 | $76,407+155.5% | $150,298+29.9% | $82,448+136.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.11% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $7,718 | $2,614+195.2% | $4,154+85.8% | $2,551+202.6% |
| Participant deferral / active EE | $7,946 | $3,214+147.2% | $5,453+45.7% | $4,139+92.0% |
| Admin fee / account holder | $1,217 | $6,352-80.8% | $14,116-91.4% | $7,234-83.2% |