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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 | $112,649 | $61,390+83.5% | $112,228+0.4% | $75,177+49.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.59% | 28.47%-10.9pp | 30.23%-12.6pp | 160.75%-143.2pp |
| Employer contribution / active EE | $7,486 | $2,015+271.6% | $3,432+118.2% | $2,671+180.3% |
| Participant deferral / active EE | $9,107 | $3,108+193.0% | $4,800+89.7% | $4,126+120.7% |
| Admin fee / account holder | $3,958 | $4,862-18.6% | $7,752-48.9% | $5,651-30.0% |