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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 | $90,747 | $70,666+28.4% | $169,385-46.4% | $75,181+20.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 14.27% | 36.37%-22.1pp | 405.82%-391.5pp | 160.69%-146.4pp |
| Employer contribution / active EE | $3,112 | $2,210+40.8% | $4,012-22.4% | $2,671+16.5% |
| Participant deferral / active EE | $10,589 | $4,308+145.8% | $6,221+70.2% | $4,126+156.7% |
| Admin fee / account holder | $13,823 | $5,402+155.9% | $9,011+53.4% | $5,650+144.7% |