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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 | $235,085 | $81,276+189.2% | $155,574+51.1% | $80,925+190.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.86% | 33.36%-15.5pp | 64.87%-47.0pp | 35.65%-17.8pp |
| Employer contribution / active EE | $5,918 | $3,103+90.7% | $4,676+26.6% | $2,756+114.7% |
| Participant deferral / active EE | $5,227 | $3,453+51.4% | $5,629-7.1% | $4,299+21.6% |
| Admin fee / account holder | $3,681 | $7,993-54.0% | $15,914-76.9% | $6,940-47.0% |