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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 | $230,720 | $86,949+165.4% | $102,460+125.2% | $80,959+185.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.87% | 18.89%-6.0pp | 29.47%-16.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $4,742 | $2,370+100.1% | $3,025+56.7% | $2,757+72.0% |
| Participant deferral / active EE | $9,526 | $4,121+131.2% | $5,056+88.4% | $4,300+121.5% |
| Admin fee / account holder | $6,420 | $8,048-20.2% | $9,460-32.1% | $6,925-7.3% |