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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 | $126,898 | $84,236+50.6% | $170,435-25.5% | $70,126+81.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.12% | 23.06%-7.9pp | 205.94%-190.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $3,742 | $3,387+10.5% | $5,432-31.1% | $2,343+59.8% |
| Participant deferral / active EE | $4,871 | $3,086+57.9% | $4,939-1.4% | $3,332+46.2% |
| Admin fee / account holder | $2,522 | $5,698-55.7% | $13,881-81.8% | $4,645-45.7% |