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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 | $158,215 | $81,262+94.7% | $155,602+1.7% | $80,911+95.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.03% | 33.34%-20.3pp | 64.81%-51.8pp | 35.63%-22.6pp |
| Employer contribution / active EE | $3,132 | $3,102+1.0% | $4,675-33.0% | $2,756+13.7% |
| Participant deferral / active EE | $8,373 | $3,451+142.6% | $5,629+48.7% | $4,297+94.8% |
| Admin fee / account holder | $3,410 | $7,992-57.3% | $15,923-78.6% | $6,935-50.8% |