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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 | $130,129 | $84,236+54.5% | $170,435-23.6% | $70,126+85.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.52% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $5,667 | $3,387+67.3% | $5,432+4.3% | $2,343+141.9% |
| Participant deferral / active EE | $4,456 | $3,086+44.4% | $4,939-9.8% | $3,332+33.7% |
| Admin fee / account holder | $958 | $5,698-83.2% | $13,881-93.1% | $4,645-79.4% |