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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 | $174,455 | $111,535+56.4% | $105,223+65.8% | $137,256+27.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.32% | 237.85%-211.5pp | 180.65%-154.3pp | 220.34%-194.0pp |
| Employer contribution / active EE | $3,195 | $3,939-18.9% | $3,689-13.4% | $4,156-23.1% |
| Participant deferral / active EE | $10,931 | $5,500+98.7% | $5,072+115.5% | $6,407+70.6% |
| Admin fee / account holder | $20,065 | $9,721+106.4% | $8,859+126.5% | $12,270+63.5% |