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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 | $99,151 | $81,487+21.7% | $102,412-3.2% | $80,935+22.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 28.09% | 25.60%+2.5pp | 24.94%+3.1pp | 35.66%-7.6pp |
| Employer contribution / active EE | $16,626 | $3,103+435.8% | $3,870+329.6% | $2,757+503.1% |
| Participant deferral / active EE | $2,466 | $3,871-36.3% | $5,060-51.3% | $4,299-42.6% |
| Admin fee / account holder | $1,921 | $6,717-71.4% | $8,388-77.1% | $6,924-72.3% |