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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 | $205,071 | $54,757+274.5% | $90,304+127.1% | $72,975+181.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.03% | 30.63%-10.6pp | 78.13%-58.1pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,644 | $2,093-21.5% | $2,855-42.4% | $2,440-32.6% |
| Participant deferral / active EE | $5,612 | $2,887+94.4% | $3,885+44.4% | $3,608+55.5% |
| Admin fee / account holder | $13,505 | $3,973+239.9% | $5,354+152.3% | $5,124+163.6% |