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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 | $112,444 | $80,992+38.8% | $96,534+16.5% | $75,173+49.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.64% | 27.05%-10.4pp | 25.88%-9.2pp | 160.72%-144.1pp |
| Employer contribution / active EE | $5,186 | $2,283+127.2% | $2,965+74.9% | $2,671+94.2% |
| Participant deferral / active EE | $12,236 | $3,929+211.4% | $4,851+152.2% | $4,126+196.5% |
| Admin fee / account holder | $10,157 | $6,717+51.2% | $8,253+23.1% | $5,651+79.8% |