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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 | $129,294 | $54,763+136.1% | $90,324+43.1% | $72,976+77.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.94% | 30.63%-12.7pp | 78.15%-60.2pp | 81.02%-63.1pp |
| Employer contribution / active EE | $4,852 | $2,093+131.8% | $2,856+69.9% | $2,440+98.9% |
| Participant deferral / active EE | $6,964 | $2,887+141.2% | $3,885+79.2% | $3,608+93.0% |
| Admin fee / account holder | $20,951 | $3,973+427.3% | $5,356+291.2% | $5,124+308.9% |