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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 | $131,171 | $84,236+55.7% | $170,435-23.0% | $70,126+87.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.62% | 23.06%-6.4pp | 205.94%-189.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $6,116 | $3,387+80.6% | $5,432+12.6% | $2,343+161.1% |
| Participant deferral / active EE | $3,606 | $3,086+16.8% | $4,939-27.0% | $3,332+8.2% |
| Admin fee / account holder | $20,320 | $5,698+256.6% | $13,881+46.4% | $4,645+337.4% |