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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 | $142,139 | $91,198+55.9% | $178,503-20.4% | $79,856+78.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.53% | 24.20%-12.7pp | 151.12%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $7,566 | $3,257+132.3% | $5,011+51.0% | $2,471+206.2% |
| Participant deferral / active EE | $4,991 | $3,237+54.2% | $5,202-4.1% | $3,741+33.4% |
| Admin fee / account holder | $35,305 | $6,748+423.2% | $13,987+152.4% | $5,306+565.3% |