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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 | $143,010 | $75,541+89.3% | $152,093-6.0% | $82,637+73.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.84% | 32.56%-14.7pp | 66.36%-48.5pp | 53.51%-35.7pp |
| Employer contribution / active EE | $10,898 | $2,622+315.6% | $4,175+161.1% | $2,552+327.0% |
| Participant deferral / active EE | $7,679 | $3,206+139.5% | $5,451+40.9% | $4,126+86.1% |
| Admin fee / account holder | $2,417 | $6,405-62.3% | $14,497-83.3% | $7,339-67.1% |