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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 | $153,094 | $54,541+180.7% | $78,778+94.3% | $70,126+118.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 18.32% | 21.07%-2.8pp | 35.62%-17.3pp | 73.15%-54.8pp |
| Employer contribution / active EE | $5,939 | $1,089+445.6% | $1,986+199.1% | $2,343+153.5% |
| Participant deferral / active EE | $5,941 | $2,210+168.8% | $2,958+100.8% | $3,332+78.3% |
| Admin fee / account holder | $2,660 | $3,709-28.3% | $5,134-48.2% | $4,645-42.7% |