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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 | $132,143 | $81,487+62.2% | $102,412+29.0% | $80,935+63.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.91% | 25.60%-12.7pp | 24.94%-12.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $9,169 | $3,103+195.5% | $3,870+136.9% | $2,757+232.6% |
| Participant deferral / active EE | $6,052 | $3,871+56.3% | $5,060+19.6% | $4,299+40.8% |
| Admin fee / account holder | $9,825 | $6,717+46.3% | $8,388+17.1% | $6,924+41.9% |