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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 | $138,793 | $84,236+64.8% | $170,435-18.6% | $70,126+97.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.89% | 23.06%-10.2pp | 205.94%-193.1pp | 73.15%-60.3pp |
| Employer contribution / active EE | $6,848 | $3,387+102.2% | $5,432+26.1% | $2,343+192.3% |
| Participant deferral / active EE | $2,670 | $3,086-13.5% | $4,939-45.9% | $3,332-19.9% |
| Admin fee / account holder | $416 | $5,698-92.7% | $13,881-97.0% | $4,645-91.0% |