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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 | $115,374 | $89,370+29.1% | $141,197-18.3% | $72,976+58.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.10% | 111.88%-87.8pp | 71.41%-47.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $6,015 | $3,115+93.1% | $4,736+27.0% | $2,440+146.5% |
| Participant deferral / active EE | $6,778 | $5,419+25.1% | $6,710+1.0% | $3,608+87.9% |
| Admin fee / account holder | $1,556 | $5,957-73.9% | $10,265-84.8% | $5,124-69.6% |