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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 | $158,699 | $106,749+48.7% | $145,433+9.1% | $82,448+92.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.74% | 27.59%-10.9pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $7,908 | $3,444+129.6% | $4,554+73.6% | $2,551+210.0% |
| Participant deferral / active EE | $3,559 | $6,519-45.4% | $7,897-54.9% | $4,139-14.0% |
| Admin fee / account holder | $14,641 | $8,390+74.5% | $13,129+11.5% | $7,234+102.4% |