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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 | $184,315 | $65,034+183.4% | $90,970+102.6% | $79,856+130.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 18.49% | 30.45%-12.0pp | 134.60%-116.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,597 | $1,247+108.2% | $2,122+22.4% | $2,471+5.1% |
| Participant deferral / active EE | $4,706 | $2,512+87.3% | $3,373+39.5% | $3,741+25.8% |
| Admin fee / account holder | $5,697 | $4,536+25.6% | $5,961-4.4% | $5,306+7.4% |