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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 | $234,851 | $111,535+110.6% | $105,223+123.2% | $137,256+71.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.98% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,074 | $3,939-47.4% | $3,689-43.8% | $4,156-50.1% |
| Participant deferral / active EE | $3,044 | $5,500-44.6% | $5,072-40.0% | $6,407-52.5% |
| Admin fee / account holder | $9,407 | $9,721-3.2% | $8,859+6.2% | $12,270-23.3% |