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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 | $194,570 | $90,486+115.0% | $78,676+147.3% | $273,972-29.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.91% | 75.62%-67.7pp | 62.19%-54.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $6,758 | $3,175+112.9% | $2,850+137.1% | $4,869+38.8% |
| Participant deferral / active EE | $6,544 | $3,901+67.7% | $3,517+86.1% | $5,287+23.8% |
| Admin fee / account holder | $1,457 | $5,263-72.3% | $4,510-67.7% | $10,133-85.6% |