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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 | $93,351 | $106,749-12.6% | $145,433-35.8% | $82,448+13.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.18% | 27.59%-4.4pp | 66.58%-43.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $7,653 | $3,444+122.2% | $4,554+68.0% | $2,551+200.0% |
| Participant deferral / active EE | $10,898 | $6,519+67.2% | $7,897+38.0% | $4,139+163.3% |
| Admin fee / account holder | $23,510 | $8,390+180.2% | $13,129+79.1% | $7,234+225.0% |