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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 | $157,323 | $67,602+132.7% | $82,312+91.1% | $70,126+124.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.54% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,322 | $1,755+32.3% | $2,428-4.4% | $2,343-0.9% |
| Participant deferral / active EE | $2,360 | $2,987-21.0% | $3,706-36.3% | $3,332-29.2% |
| Admin fee / account holder | $22,358 | $4,512+395.6% | $5,608+298.7% | $4,645+381.3% |