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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 | $146,631 | $81,233+80.5% | $155,567-5.7% | $80,874+81.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.37% | 33.33%-19.0pp | 64.74%-50.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $6,192 | $3,101+99.7% | $4,674+32.5% | $2,756+124.7% |
| Participant deferral / active EE | $6,937 | $3,452+101.0% | $5,628+23.3% | $4,297+61.4% |
| Admin fee / account holder | $3,277 | $7,998-59.0% | $15,916-79.4% | $6,935-52.7% |