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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 | $121,360 | $77,920+55.7% | $149,723-18.9% | $75,177+61.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.70% | 31.72%-13.0pp | 134.50%-115.8pp | 160.75%-142.1pp |
| Employer contribution / active EE | $9,209 | $3,138+193.5% | $4,821+91.0% | $2,671+244.8% |
| Participant deferral / active EE | $6,962 | $3,411+104.1% | $5,682+22.5% | $4,126+68.7% |
| Admin fee / account holder | $910 | $5,951-84.7% | $13,215-93.1% | $5,651-83.9% |