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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 | $114,232 | $98,776+15.6% | $149,745-23.7% | $79,856+43.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.46% | 27.38%-9.9pp | 276.72%-259.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $7,111 | $3,217+121.0% | $4,646+53.1% | $2,471+187.8% |
| Participant deferral / active EE | $6,824 | $5,681+20.1% | $6,843-0.3% | $3,741+82.4% |
| Admin fee / account holder | $1,114 | $6,053-81.6% | $9,312-88.0% | $5,306-79.0% |