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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 | $183,507 | $84,236+117.8% | $170,435+7.7% | $70,126+161.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.75% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $5,389 | $3,387+59.1% | $5,432-0.8% | $2,343+130.0% |
| Participant deferral / active EE | $2,333 | $3,086-24.4% | $4,939-52.8% | $3,332-30.0% |
| Admin fee / account holder | $9,844 | $5,698+72.7% | $13,881-29.1% | $4,645+111.9% |