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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 | $101,356 | $91,559+10.7% | $133,978-24.3% | $79,856+26.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.55% | 61.85%-45.3pp | 45.10%-28.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $5,340 | $2,384+124.0% | $3,919+36.3% | $2,471+116.1% |
| Participant deferral / active EE | $7,545 | $3,734+102.1% | $5,047+49.5% | $3,741+101.7% |
| Admin fee / account holder | $9,487 | $6,321+50.1% | $8,930+6.2% | $5,306+78.8% |