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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 | $178,380 | $93,598+90.6% | $135,974+31.2% | $75,173+137.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.00% | 30.89%-7.9pp | 68.30%-45.3pp | 160.72%-137.7pp |
| Employer contribution / active EE | $5,666 | $3,538+60.2% | $4,859+16.6% | $2,671+112.1% |
| Participant deferral / active EE | $10,679 | $6,405+66.7% | $7,760+37.6% | $4,126+158.8% |
| Admin fee / account holder | $19,451 | $6,978+178.8% | $10,767+80.7% | $5,651+244.2% |