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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 | $173,266 | $77,908+122.4% | $149,696+15.7% | $75,173+130.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.86% | 31.73%-17.9pp | 134.46%-120.6pp | 160.72%-146.9pp |
| Employer contribution / active EE | $5,808 | $3,138+85.1% | $4,821+20.5% | $2,671+117.4% |
| Participant deferral / active EE | $5,285 | $3,411+54.9% | $5,682-7.0% | $4,126+28.1% |
| Admin fee / account holder | $2,872 | $5,950-51.7% | $13,212-78.3% | $5,651-49.2% |