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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 | $135,487 | $89,259+51.8% | $107,187+26.4% | $82,637+64.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.62% | 21.02%-3.4pp | 204.55%-186.9pp | 53.51%-35.9pp |
| Employer contribution / active EE | $4,486 | $3,080+45.7% | $3,782+18.6% | $2,552+75.8% |
| Participant deferral / active EE | $4,574 | $4,037+13.3% | $5,096-10.2% | $4,126+10.8% |
| Admin fee / account holder | $6,836 | $7,381-7.4% | $9,162-25.4% | $7,339-6.8% |