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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 | $246,345 | $75,541+226.1% | $152,093+62.0% | $82,637+198.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.17% | 32.56%-16.4pp | 66.36%-50.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $11,442 | $2,622+336.3% | $4,175+174.1% | $2,552+348.3% |
| Participant deferral / active EE | $7,228 | $3,206+125.5% | $5,451+32.6% | $4,126+75.2% |
| Admin fee / account holder | $2,377 | $6,405-62.9% | $14,497-83.6% | $7,339-67.6% |