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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 | $125,088 | $77,814+60.8% | $158,223-20.9% | $86,983+43.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 15.63% | 30.54%-14.9pp | 52.09%-36.5pp | 25.83%-10.2pp |
| Employer contribution / active EE | $9,164 | $2,592+253.5% | $4,109+123.0% | $2,584+254.6% |
| Participant deferral / active EE | $7,117 | $3,270+117.7% | $5,467+30.2% | $4,194+69.7% |
| Admin fee / account holder | $4,703 | $5,879-20.0% | $16,047-70.7% | $7,856-40.1% |