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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 | $147,873 | $91,198+62.1% | $178,503-17.2% | $79,856+85.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.60% | 24.20%-10.6pp | 151.12%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $6,526 | $3,257+100.4% | $5,011+30.2% | $2,471+164.1% |
| Participant deferral / active EE | $4,040 | $3,237+24.8% | $5,202-22.3% | $3,741+8.0% |
| Admin fee / account holder | $2,163 | $6,748-68.0% | $13,987-84.5% | $5,306-59.2% |