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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 | $126,529 | $81,487+55.3% | $102,412+23.5% | $80,935+56.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 27.90% | 25.60%+2.3pp | 24.94%+3.0pp | 35.66%-7.8pp |
| Employer contribution / active EE | $6,967 | $3,103+124.5% | $3,870+80.0% | $2,757+152.7% |
| Participant deferral / active EE | $7,717 | $3,871+99.4% | $5,060+52.5% | $4,299+79.5% |
| Admin fee / account holder | $13,619 | $6,717+102.7% | $8,388+62.4% | $6,924+96.7% |