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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 | $149,964 | $91,194+64.4% | $178,486-16.0% | $79,860+87.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.77% | 24.19%-8.4pp | 151.08%-135.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $8,114 | $3,256+149.2% | $5,011+61.9% | $2,471+228.4% |
| Participant deferral / active EE | $4,941 | $3,236+52.7% | $5,202-5.0% | $3,740+32.1% |
| Admin fee / account holder | $5,686 | $6,751-15.8% | $13,985-59.3% | $5,306+7.1% |