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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 | $208,760 | $151,427+37.9% | $112,860+85.0% | $154,746+34.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 7.05% | 30.95%-23.9pp | 35.26%-28.2pp | 172.34%-165.3pp |
| Employer contribution / active EE | $6,931 | $2,750+152.1% | $2,206+214.2% | $4,379+58.3% |
| Participant deferral / active EE | $5,541 | $4,285+29.3% | $3,493+58.6% | $6,730-17.7% |
| Admin fee / account holder | $3,999 | $7,369-45.7% | $6,841-41.6% | $14,365-72.2% |