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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 | $212,544 | $94,529+124.8% | $140,019+51.8% | $64,173+231.2% |
| Participation rate | 97.5% | 84.1%+13.4pp | 87.5%+10.0pp | 69.6%+27.9pp |
| Annual return | -5.50% | 7.77%-13.3pp | 651.17%-656.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $25,581 | $3,812+571.0% | $5,605+356.4% | $2,381+974.5% |
| Participant deferral / active EE | $18,260 | $5,250+247.8% | $6,927+163.6% | $3,470+426.3% |
| Admin fee / account holder | $5,185 | $6,741-23.1% | $10,705-51.6% | $4,887+6.1% |