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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 | $233,343 | $93,617+149.3% | $135,982+71.6% | $75,177+210.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.93% | 30.89%-14.0pp | 68.32%-51.4pp | 160.75%-143.8pp |
| Employer contribution / active EE | $2,213 | $3,538-37.4% | $4,859-54.4% | $2,671-17.1% |
| Participant deferral / active EE | $6,025 | $6,406-5.9% | $7,760-22.4% | $4,126+46.0% |
| Admin fee / account holder | $619 | $6,980-91.1% | $10,767-94.3% | $5,651-89.1% |