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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 | $140,902 | $81,262+73.4% | $155,602-9.4% | $80,911+74.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.30% | 33.34%-19.0pp | 64.81%-50.5pp | 35.63%-21.3pp |
| Employer contribution / active EE | $4,646 | $3,102+49.8% | $4,675-0.6% | $2,756+68.6% |
| Participant deferral / active EE | $7,636 | $3,451+121.2% | $5,629+35.7% | $4,297+77.7% |
| Admin fee / account holder | $4,169 | $7,992-47.8% | $15,923-73.8% | $6,935-39.9% |