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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 | $135,941 | $57,140+137.9% | $85,240+59.5% | $80,959+67.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 13.18% | 21.71%-8.5pp | 66.75%-53.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,854 | $1,802+113.9% | $2,735+40.9% | $2,757+39.8% |
| Participant deferral / active EE | $11,814 | $3,115+279.2% | $4,527+161.0% | $4,300+174.7% |
| Admin fee / account holder | $3,121 | $4,992-37.5% | $6,165-49.4% | $6,925-54.9% |