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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 | $182,633 | $106,749+71.1% | $145,433+25.6% | $82,448+121.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.26% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $13,485 | $3,444+291.5% | $4,554+196.1% | $2,551+428.6% |
| Participant deferral / active EE | $14,388 | $6,519+120.7% | $7,897+82.2% | $4,139+247.6% |
| Admin fee / account holder | $12,395 | $8,390+47.7% | $13,129-5.6% | $7,234+71.3% |