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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 | $167,977 | $88,672+89.4% | $105,223+59.6% | $82,448+103.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.65% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,652 | $3,048+52.6% | $3,689+26.1% | $2,551+82.4% |
| Participant deferral / active EE | $11,362 | $4,036+181.5% | $5,072+124.0% | $4,139+174.5% |
| Admin fee / account holder | $8,309 | $7,146+16.3% | $8,859-6.2% | $7,234+14.9% |