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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 | $126,546 | $84,236+50.2% | $170,439-25.8% | $70,124+80.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.60% | 23.06%-7.5pp | 205.94%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $10,178 | $3,387+200.5% | $5,433+87.4% | $2,342+334.5% |
| Participant deferral / active EE | $5,273 | $3,086+70.9% | $4,939+6.8% | $3,332+58.3% |
| Admin fee / account holder | $4,338 | $5,698-23.9% | $13,881-68.7% | $4,645-6.6% |