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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 | $202,480 | $84,236+140.4% | $170,435+18.8% | $70,126+188.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.68% | 23.06%-3.4pp | 205.94%-186.3pp | 73.15%-53.5pp |
| Employer contribution / active EE | $5,682 | $3,387+67.7% | $5,432+4.6% | $2,343+142.6% |
| Participant deferral / active EE | $4,076 | $3,086+32.1% | $4,939-17.5% | $3,332+22.3% |
| Admin fee / account holder | $5,448 | $5,698-4.4% | $13,881-60.7% | $4,645+17.3% |