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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 | $183,353 | $77,908+135.3% | $149,696+22.5% | $75,173+143.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.92% | 31.73%-13.8pp | 134.46%-116.5pp | 160.72%-142.8pp |
| Employer contribution / active EE | $1,471 | $3,138-53.1% | $4,821-69.5% | $2,671-44.9% |
| Participant deferral / active EE | $8,711 | $3,411+155.4% | $5,682+53.3% | $4,126+111.1% |
| Admin fee / account holder | $14,755 | $5,950+148.0% | $13,212+11.7% | $5,651+161.1% |