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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 | $171,942 | $77,638+121.5% | $156,551+9.8% | $62,881+173.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.05% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $12,433 | $3,444+261.0% | $5,501+126.0% | $2,281+445.1% |
| Participant deferral / active EE | $5,708 | $3,046+87.4% | $4,871+17.2% | $3,203+78.2% |
| Admin fee / account holder | $2,092 | $5,561-62.4% | $13,028-83.9% | $4,296-51.3% |