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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 | $154,248 | $54,763+181.7% | $90,324+70.8% | $72,976+111.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.41% | 30.63%-12.2pp | 78.15%-59.7pp | 81.02%-62.6pp |
| Employer contribution / active EE | $4,488 | $2,093+114.4% | $2,856+57.1% | $2,440+83.9% |
| Participant deferral / active EE | $10,134 | $2,887+251.0% | $3,885+160.8% | $3,608+180.9% |
| Admin fee / account holder | $34,247 | $3,973+761.9% | $5,356+539.5% | $5,124+568.3% |