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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 | $155,833 | $65,027+139.6% | $90,970+71.3% | $79,852+95.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 17.75% | 30.45%-12.7pp | 134.58%-116.8pp | 31.72%-14.0pp |
| Employer contribution / active EE | $2,213 | $1,247+77.4% | $2,122+4.3% | $2,471-10.4% |
| Participant deferral / active EE | $5,735 | $2,512+128.3% | $3,373+70.0% | $3,740+53.3% |
| Admin fee / account holder | $7,135 | $4,535+57.3% | $5,960+19.7% | $5,306+34.5% |