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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 | $226,644 | $86,938+160.7% | $102,423+121.3% | $80,925+180.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.32% | 18.89%-5.6pp | 29.42%-16.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $5,478 | $2,369+131.2% | $3,023+81.2% | $2,756+98.7% |
| Participant deferral / active EE | $3,421 | $4,120-17.0% | $5,054-32.3% | $4,299-20.4% |
| Admin fee / account holder | $42,690 | $8,053+430.1% | $9,455+351.5% | $6,940+515.1% |