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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 | $110,508 | $93,598+18.1% | $135,974-18.7% | $75,173+47.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.55% | 30.89%-14.3pp | 68.30%-51.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $3,217 | $3,538-9.1% | $4,859-33.8% | $2,671+20.4% |
| Participant deferral / active EE | $10,467 | $6,405+63.4% | $7,760+34.9% | $4,126+153.7% |
| Admin fee / account holder | $24,073 | $6,978+245.0% | $10,767+123.6% | $5,651+326.0% |