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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 | $137,098 | $77,920+75.9% | $149,723-8.4% | $75,177+82.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.36% | 31.72%-18.4pp | 134.50%-121.1pp | 160.75%-147.4pp |
| Employer contribution / active EE | $6,997 | $3,138+123.0% | $4,821+45.1% | $2,671+161.9% |
| Participant deferral / active EE | $5,891 | $3,411+72.7% | $5,682+3.7% | $4,126+42.8% |
| Admin fee / account holder | $19,710 | $5,951+231.2% | $13,215+49.2% | $5,651+248.8% |