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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 | $186,536 | $83,485+123.4% | $125,195+49.0% | $72,976+155.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.59% | 25.77%-6.2pp | 43.79%-24.2pp | 81.02%-61.4pp |
| Employer contribution / active EE | $15,237 | $2,346+549.6% | $3,866+294.1% | $2,440+524.4% |
| Participant deferral / active EE | $4,581 | $3,586+27.8% | $4,937-7.2% | $3,608+27.0% |
| Admin fee / account holder | $33,707 | $5,518+510.9% | $9,704+247.3% | $5,124+557.8% |