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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 | $177,000 | $135,956+30.2% | $123,894+42.9% | $273,972-35.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.34% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,498 | $5,170-51.7% | $4,617-45.9% | $4,869-48.7% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $364 | $9,817-96.3% | $8,357-95.6% | $10,133-96.4% |