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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 | $160,506 | $81,331+97.3% | $155,534+3.2% | $80,935+98.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.59% | 33.37%-21.8pp | 64.92%-53.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $7,787 | $3,105+150.8% | $4,675+66.6% | $2,757+182.5% |
| Participant deferral / active EE | $6,748 | $3,454+95.3% | $5,630+19.8% | $4,299+56.9% |
| Admin fee / account holder | $19,531 | $7,999+144.2% | $15,900+22.8% | $6,924+182.1% |