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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 | $167,215 | $67,602+147.4% | $82,312+103.1% | $70,126+138.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.90% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $5,809 | $1,755+231.0% | $2,428+139.2% | $2,343+148.0% |
| Participant deferral / active EE | $7,333 | $2,987+145.5% | $3,706+97.9% | $3,332+120.1% |
| Admin fee / account holder | $11,376 | $4,512+152.2% | $5,608+102.9% | $4,645+144.9% |