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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 | $182,200 | $81,358+123.9% | $155,556+17.1% | $80,959+125.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.84% | 33.39%-17.5pp | 64.84%-49.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $7,619 | $3,106+145.3% | $4,675+63.0% | $2,757+176.3% |
| Participant deferral / active EE | $5,709 | $3,455+65.2% | $5,631+1.4% | $4,300+32.8% |
| Admin fee / account holder | $4,170 | $7,994-47.8% | $15,885-73.8% | $6,925-39.8% |