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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 | $134,494 | $30,423+342.1% | $56,025+140.1% | $74,478+80.6% |
| Participation rate | 71.8% | 32.9%+39.0pp | 52.5%+19.3pp | 67.2%+4.6pp |
| Annual return | 17.83% | 24.97%-7.1pp | 1712.69%-1694.9pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $4,423 | $610+624.8% | $1,042+324.6% | $2,626+68.4% |
| Participant deferral / active EE | $9,487 | $1,176+706.5% | $1,955+385.4% | $4,350+118.1% |
| Admin fee / account holder | $2,302 | $2,363-2.6% | $2,828-18.6% | $1,946+18.3% |