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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 | $104,802 | $87,060+20.4% | $105,591-0.7% | $80,911+29.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 36.87% | 17.05%+19.8pp | 116.43%-79.6pp | 35.63%+1.2pp |
| Employer contribution / active EE | $3,810 | $2,396+59.0% | $3,166+20.3% | $2,756+38.2% |
| Participant deferral / active EE | $6,590 | $3,986+65.3% | $5,008+31.6% | $4,297+53.3% |
| Admin fee / account holder | $3,276 | $8,442-61.2% | $11,024-70.3% | $6,935-52.8% |