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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 | $149,275 | $112,729+32.4% | $98,716+51.2% | $137,256+8.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.55% | 38.48%-24.9pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $12,927 | $2,725+374.3% | $2,279+467.3% | $4,156+211.0% |
| Participant deferral / active EE | $13,697 | $4,640+195.2% | $4,048+238.4% | $6,407+113.8% |
| Admin fee / account holder | $6,707 | $10,129-33.8% | $8,703-22.9% | $12,270-45.3% |