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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 | $227,488 | $81,358+179.6% | $155,556+46.2% | $80,959+181.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 25.75% | 33.39%-7.6pp | 64.84%-39.1pp | 35.67%-9.9pp |
| Employer contribution / active EE | $5,133 | $3,106+65.2% | $4,675+9.8% | $2,757+86.2% |
| Participant deferral / active EE | $5,746 | $3,455+66.3% | $5,631+2.0% | $4,300+33.6% |
| Admin fee / account holder | $5,243 | $7,994-34.4% | $15,885-67.0% | $6,925-24.3% |