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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 | $154,949 | $48,076+222.3% | $78,693+96.9% | $62,891+146.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.85% | 31.35%-24.5pp | 62.18%-55.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,082 | $2,015+53.0% | $2,850+8.1% | $2,281+35.1% |
| Participant deferral / active EE | $4,513 | $2,588+74.4% | $3,517+28.3% | $3,203+40.9% |
| Admin fee / account holder | $2,275 | $3,207-29.1% | $4,511-49.6% | $4,296-47.0% |