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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 | $151,790 | $85,766+77.0% | $136,298+11.4% | $70,126+116.5% |
| Participation rate | 81.3% | 74.2%+7.2pp | 81.9%-0.6pp | 69.5%+11.8pp |
| Annual return | 15.08% | 31.46%-16.4pp | 5156.27%-5141.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $975 | $2,966-67.1% | $4,696-79.2% | $2,343-58.4% |
| Participant deferral / active EE | $8,175 | $5,051+61.8% | $6,247+30.9% | $3,332+145.4% |
| Admin fee / account holder | $17,096 | $5,421+215.4% | $9,244+84.9% | $4,645+268.0% |