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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 | $173,783 | $89,364+94.5% | $141,177+23.1% | $72,983+138.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.90% | 111.86%-90.0pp | 71.40%-49.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $5,764 | $3,115+85.0% | $4,736+21.7% | $2,440+136.2% |
| Participant deferral / active EE | $9,510 | $5,419+75.5% | $6,710+41.7% | $3,608+163.6% |
| Admin fee / account holder | $7,576 | $5,959+27.1% | $10,263-26.2% | $5,124+47.8% |