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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 | $222,824 | $125,797+77.1% | $170,043+31.0% | $75,173+196.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.09% | 27.20%-11.1pp | 53.40%-37.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $7,947 | $4,616+72.2% | $6,790+17.0% | $2,671+197.5% |
| Participant deferral / active EE | $6,275 | $6,838-8.2% | $10,410-39.7% | $4,126+52.1% |
| Admin fee / account holder | $7,856 | $8,177-3.9% | $12,824-38.7% | $5,651+39.0% |