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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 | $246,721 | $73,978+233.5% | $96,515+155.6% | $75,173+228.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.24% | 26.72%-11.5pp | 35.73%-20.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $10,714 | $2,931+265.6% | $3,740+186.5% | $2,671+301.1% |
| Participant deferral / active EE | $6,763 | $3,660+84.8% | $4,880+38.6% | $4,126+63.9% |
| Admin fee / account holder | $4,693 | $5,219-10.1% | $6,735-30.3% | $5,651-16.9% |