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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 | $182,933 | $162,812+12.4% | $133,971+36.5% | $158,966+15.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.91% | 41.94%-28.0pp | 45.09%-31.2pp | 302.95%-289.0pp |
| Employer contribution / active EE | $4,112 | $4,976-17.4% | $3,919+4.9% | $4,762-13.7% |
| Participant deferral / active EE | $11,310 | $5,910+91.4% | $5,047+124.1% | $5,983+89.0% |
| Admin fee / account holder | $1,756 | $11,741-85.0% | $8,929-80.3% | $11,250-84.4% |