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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 | $99,875+25.5% | $146,866-14.6% | $86,983+44.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.32% | 28.10%-5.8pp | 102.85%-80.5pp | 25.83%-3.5pp |
| Employer contribution / active EE | $12,768 | $3,224+296.0% | $4,425+188.6% | $2,584+394.0% |
| Participant deferral / active EE | $9,601 | $6,322+51.9% | $7,759+23.7% | $4,194+128.9% |
| Admin fee / account holder | $8,415 | $7,838+7.4% | $13,620-38.2% | $7,856+7.1% |