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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 | $207,230 | $125,797+64.7% | $170,057+21.9% | $75,177+175.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.95% | 27.20%-10.2pp | 53.42%-36.5pp | 160.75%-143.8pp |
| Employer contribution / active EE | $6,670 | $4,616+44.5% | $6,790-1.8% | $2,671+149.7% |
| Participant deferral / active EE | $7,054 | $6,838+3.2% | $10,411-32.2% | $4,126+71.0% |
| Admin fee / account holder | $2,228 | $8,177-72.8% | $12,826-82.6% | $5,651-60.6% |