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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 | $166,520 | $81,233+105.0% | $155,567+7.0% | $80,874+105.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.36% | 33.33%-16.0pp | 64.74%-47.4pp | 35.62%-18.3pp |
| Employer contribution / active EE | $6,544 | $3,101+111.1% | $4,674+40.0% | $2,756+137.5% |
| Participant deferral / active EE | $5,451 | $3,452+57.9% | $5,628-3.1% | $4,297+26.9% |
| Admin fee / account holder | $6,462 | $7,998-19.2% | $15,916-59.4% | $6,935-6.8% |