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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 | $92,252 | $77,920+18.4% | $149,723-38.4% | $75,177+22.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.79% | 31.72%-15.9pp | 134.50%-118.7pp | 160.75%-145.0pp |
| Employer contribution / active EE | $5,990 | $3,138+90.9% | $4,821+24.2% | $2,671+124.3% |
| Participant deferral / active EE | $5,654 | $3,411+65.7% | $5,682-0.5% | $4,126+37.0% |
| Admin fee / account holder | $3,858 | $5,951-35.2% | $13,215-70.8% | $5,651-31.7% |