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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 | $178,199 | $81,276+119.3% | $155,574+14.5% | $80,925+120.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.14% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $6,746 | $3,103+117.4% | $4,676+44.3% | $2,756+144.7% |
| Participant deferral / active EE | $4,900 | $3,453+41.9% | $5,629-13.0% | $4,299+14.0% |
| Admin fee / account holder | $9,063 | $7,993+13.4% | $15,914-43.0% | $6,940+30.6% |