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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 | $163,560 | $72,492+125.6% | $87,104+87.8% | $72,975+124.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 26.28% | 24.46%+1.8pp | 28.19%-1.9pp | 81.01%-54.7pp |
| Employer contribution / active EE | $5,457 | $1,894+188.2% | $2,521+116.4% | $2,440+123.7% |
| Participant deferral / active EE | $9,081 | $3,270+177.7% | $4,048+124.3% | $3,608+151.7% |
| Admin fee / account holder | $2,338 | $5,055-53.7% | $7,491-68.8% | $5,124-54.4% |