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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 | $80,125 | $77,908+2.8% | $149,696-46.5% | $75,173+6.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.58% | 31.73%-16.1pp | 134.46%-118.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $11,180 | $3,138+256.3% | $4,821+131.9% | $2,671+318.6% |
| Participant deferral / active EE | $8,710 | $3,411+155.4% | $5,682+53.3% | $4,126+111.1% |
| Admin fee / account holder | $3,238 | $5,950-45.6% | $13,212-75.5% | $5,651-42.7% |