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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 | $186,563 | $116,167+60.6% | $64,489+189.3% | $137,256+35.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 16.22% | 36.55%-20.3pp | 55.03%-38.8pp | 220.34%-204.1pp |
| Employer contribution / active EE | $6,005 | $2,483+141.9% | $1,523+294.2% | $4,156+44.5% |
| Participant deferral / active EE | $5,613 | $4,215+33.2% | $2,778+102.1% | $6,407-12.4% |
| Admin fee / account holder | $824 | $6,188-86.7% | $4,260-80.7% | $12,270-93.3% |