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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 | $146,493 | $80,992+80.9% | $96,534+51.8% | $75,173+94.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.59% | 27.05%-10.5pp | 25.88%-9.3pp | 160.72%-144.1pp |
| Employer contribution / active EE | $6,020 | $2,283+163.7% | $2,965+103.0% | $2,671+125.4% |
| Participant deferral / active EE | $8,186 | $3,929+108.3% | $4,851+68.7% | $4,126+98.4% |
| Admin fee / account holder | $11,489 | $6,717+71.0% | $8,253+39.2% | $5,651+103.3% |