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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 | $128,557 | $71,057+80.9% | $93,654+37.3% | $80,874+59.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 19.80% | 11.26%+8.5pp | 133.34%-113.5pp | 35.62%-15.8pp |
| Employer contribution / active EE | $2,604 | $1,564+66.5% | $2,421+7.6% | $2,756-5.5% |
| Participant deferral / active EE | $3,886 | $4,034-3.7% | $4,413-11.9% | $4,297-9.6% |
| Admin fee / account holder | $8,872 | $6,944+27.8% | $8,282+7.1% | $6,935+27.9% |