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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 | $137,271 | $62,672+119.0% | $185,117-25.8% | $70,126+95.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.84% | 40.79%-25.0pp | 40.50%-24.7pp | 73.15%-57.3pp |
| Employer contribution / active EE | $7,364 | $1,753+320.0% | $4,182+76.1% | $2,343+214.4% |
| Participant deferral / active EE | $5,839 | $3,272+78.5% | $5,045+15.7% | $3,332+75.3% |
| Admin fee / account holder | $2,967 | $3,932-24.5% | $8,159-63.6% | $4,645-36.1% |