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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 | $204,418 | $81,276+151.5% | $155,574+31.4% | $80,925+152.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.84% | 33.36%-16.5pp | 64.87%-48.0pp | 35.65%-18.8pp |
| Employer contribution / active EE | $7,619 | $3,103+145.5% | $4,676+63.0% | $2,756+176.4% |
| Participant deferral / active EE | $7,635 | $3,453+121.1% | $5,629+35.6% | $4,299+77.6% |
| Admin fee / account holder | $2,692 | $7,993-66.3% | $15,914-83.1% | $6,940-61.2% |