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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 | $148,652 | $81,457+82.5% | $103,378+43.8% | $80,911+83.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.49% | 25.58%-12.1pp | 24.91%-11.4pp | 35.63%-22.1pp |
| Employer contribution / active EE | $12,664 | $3,107+307.5% | $3,870+227.2% | $2,756+359.5% |
| Participant deferral / active EE | $6,498 | $3,871+67.9% | $5,058+28.5% | $4,297+51.2% |
| Admin fee / account holder | $12,347 | $6,717+83.8% | $8,401+47.0% | $6,935+78.1% |