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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 | $124,729 | $76,407+63.2% | $150,298-17.0% | $82,448+51.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.69% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $4,186 | $2,614+60.1% | $4,154+0.8% | $2,551+64.1% |
| Participant deferral / active EE | $7,470 | $3,214+132.4% | $5,453+37.0% | $4,139+80.5% |
| Admin fee / account holder | $5,990 | $6,352-5.7% | $14,116-57.6% | $7,234-17.2% |