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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 | $162,325 | $111,535+45.5% | $105,223+54.3% | $137,256+18.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.68% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $9,719 | $3,939+146.7% | $3,689+163.5% | $4,156+133.9% |
| Participant deferral / active EE | $23,658 | $5,500+330.2% | $5,072+366.5% | $6,407+269.3% |
| Admin fee / account holder | $33,981 | $9,721+249.6% | $8,859+283.6% | $12,270+176.9% |