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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 | $149,177 | $84,236+77.1% | $170,435-12.5% | $70,126+112.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.39% | 23.06%-9.7pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $5,305 | $3,387+56.6% | $5,432-2.3% | $2,343+126.5% |
| Participant deferral / active EE | $4,086 | $3,086+32.4% | $4,939-17.3% | $3,332+22.6% |
| Admin fee / account holder | $17,036 | $5,698+199.0% | $13,881+22.7% | $4,645+266.7% |