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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 | $170,581 | $73,848+131.0% | $143,799+18.6% | $68,486+149.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 3.85% | 0.91%+2.9pp | -0.04%+3.9pp | -7.85%+11.7pp |
| Employer contribution / active EE | $10,849 | $3,184+240.7% | $4,952+119.1% | $2,597+317.8% |
| Participant deferral / active EE | $6,031 | $3,385+78.2% | $5,638+7.0% | $4,028+49.7% |
| Admin fee / account holder | $35,834 | $5,755+522.7% | $14,677+144.1% | $5,404+563.1% |