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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 | $191,622 | $81,276+135.8% | $155,574+23.2% | $80,925+136.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.09% | 33.36%-18.3pp | 64.87%-49.8pp | 35.65%-20.6pp |
| Employer contribution / active EE | $7,146 | $3,103+130.3% | $4,676+52.8% | $2,756+159.3% |
| Participant deferral / active EE | $4,187 | $3,453+21.3% | $5,629-25.6% | $4,299-2.6% |
| Admin fee / account holder | $1,868 | $7,993-76.6% | $15,914-88.3% | $6,940-73.1% |