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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 | $207,135 | $81,331+154.7% | $155,534+33.2% | $80,935+155.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.76% | 33.37%-17.6pp | 64.92%-49.2pp | 35.66%-19.9pp |
| Employer contribution / active EE | $5,071 | $3,105+63.3% | $4,675+8.5% | $2,757+84.0% |
| Participant deferral / active EE | $8,249 | $3,454+138.8% | $5,630+46.5% | $4,299+91.9% |
| Admin fee / account holder | $4,881 | $7,999-39.0% | $15,900-69.3% | $6,924-29.5% |