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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 | $209,913 | $48,078+336.6% | $78,676+166.8% | $62,881+233.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.25% | 31.36%-25.1pp | 62.19%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,174 | $2,015+107.2% | $2,850+46.5% | $2,281+83.0% |
| Participant deferral / active EE | $5,812 | $2,587+124.7% | $3,517+65.3% | $3,203+81.5% |
| Admin fee / account holder | $3,783 | $3,206+18.0% | $4,510-16.1% | $4,296-11.9% |