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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 | $154,458 | $77,638+98.9% | $156,551-1.3% | $62,881+145.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.62% | 50.33%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $7,303 | $3,444+112.0% | $5,501+32.7% | $2,281+220.2% |
| Participant deferral / active EE | $4,662 | $3,046+53.1% | $4,871-4.3% | $3,203+45.6% |
| Admin fee / account holder | $2,917 | $5,561-47.6% | $13,028-77.6% | $4,296-32.1% |