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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 | $133,421 | $111,535+19.6% | $105,223+26.8% | $137,256-2.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.53% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,344 | $3,939-15.1% | $3,689-9.3% | $4,156-19.5% |
| Participant deferral / active EE | $6,289 | $5,500+14.4% | $5,072+24.0% | $6,407-1.8% |
| Admin fee / account holder | $321 | $9,721-96.7% | $8,859-96.4% | $12,270-97.4% |