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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 | $206,045 | $81,276+153.5% | $155,574+32.4% | $80,925+154.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.46% | 33.36%-15.9pp | 64.87%-47.4pp | 35.65%-18.2pp |
| Employer contribution / active EE | $5,083 | $3,103+63.8% | $4,676+8.7% | $2,756+84.4% |
| Participant deferral / active EE | $6,060 | $3,453+75.5% | $5,629+7.7% | $4,299+41.0% |
| Admin fee / account holder | $991 | $7,993-87.6% | $15,914-93.8% | $6,940-85.7% |