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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 | $109,258 | $48,078+127.3% | $78,676+38.9% | $62,881+73.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.96% | 31.36%-23.4pp | 62.19%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,676 | $2,015+132.1% | $2,850+64.1% | $2,281+105.0% |
| Participant deferral / active EE | $5,887 | $2,587+127.5% | $3,517+67.4% | $3,203+83.8% |
| Admin fee / account holder | $716 | $3,206-77.7% | $4,510-84.1% | $4,296-83.3% |