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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 | $127,661 | $54,541+134.1% | $78,778+62.1% | $70,126+82.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.32% | 21.07%-6.8pp | 35.62%-21.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $7,526 | $1,089+591.4% | $1,986+279.0% | $2,343+221.3% |
| Participant deferral / active EE | $6,288 | $2,210+184.5% | $2,958+112.6% | $3,332+88.7% |
| Admin fee / account holder | $3,256 | $3,709-12.2% | $5,134-36.6% | $4,645-29.9% |