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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 | $207,880 | $61,605+237.4% | $112,273+85.2% | $75,173+176.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 15.38% | 28.47%-13.1pp | 30.23%-14.9pp | 160.72%-145.3pp |
| Employer contribution / active EE | $4,667 | $2,015+131.6% | $3,431+36.0% | $2,671+74.7% |
| Participant deferral / active EE | $5,809 | $3,108+86.9% | $4,800+21.0% | $4,126+40.8% |
| Admin fee / account holder | $15,240 | $4,862+213.4% | $7,752+96.6% | $5,651+169.7% |