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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 | $160,299 | $77,638+106.5% | $156,551+2.4% | $62,881+154.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.94% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $7,939 | $3,444+130.5% | $5,501+44.3% | $2,281+248.1% |
| Participant deferral / active EE | $5,931 | $3,046+94.7% | $4,871+21.8% | $3,203+85.2% |
| Admin fee / account holder | $360 | $5,561-93.5% | $13,028-97.2% | $4,296-91.6% |