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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 | $125,361 | $106,749+17.4% | $145,433-13.8% | $82,448+52.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.32% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $12,768 | $3,444+270.7% | $4,554+180.3% | $2,551+400.5% |
| Participant deferral / active EE | $9,601 | $6,519+47.3% | $7,897+21.6% | $4,139+131.9% |
| Admin fee / account holder | $8,415 | $8,390+0.3% | $13,129-35.9% | $7,234+16.3% |