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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 | $223,755 | $112,729+98.5% | $98,716+126.7% | $137,256+63.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.15% | 38.48%-22.3pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,351 | $2,725-13.7% | $2,279+3.2% | $4,156-43.4% |
| Participant deferral / active EE | $3,962 | $4,640-14.6% | $4,048-2.1% | $6,407-38.2% |
| Admin fee / account holder | $1,075 | $10,129-89.4% | $8,703-87.6% | $12,270-91.2% |