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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 | $190,034 | $93,617+103.0% | $135,982+39.7% | $75,177+152.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.91% | 30.89%-15.0pp | 68.32%-52.4pp | 160.75%-144.8pp |
| Employer contribution / active EE | $13,172 | $3,538+272.3% | $4,859+171.1% | $2,671+393.1% |
| Participant deferral / active EE | $11,061 | $6,406+72.7% | $7,760+42.5% | $4,126+168.1% |
| Admin fee / account holder | $2,735 | $6,980-60.8% | $10,767-74.6% | $5,651-51.6% |