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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 | $187,868 | $81,358+130.9% | $155,556+20.8% | $80,959+132.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.96% | 33.39%-13.4pp | 64.84%-44.9pp | 35.67%-15.7pp |
| Employer contribution / active EE | $7,730 | $3,106+148.8% | $4,675+65.3% | $2,757+180.4% |
| Participant deferral / active EE | $5,311 | $3,455+53.7% | $5,631-5.7% | $4,300+23.5% |
| Admin fee / account holder | $12,257 | $7,994+53.3% | $15,885-22.8% | $6,925+77.0% |