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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 | $116,100 | $87,166+33.2% | $76,735+51.3% | $137,256-15.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.47% | 26.50%-8.0pp | 29.77%-11.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $8,632 | $2,904+197.2% | $2,454+251.7% | $4,156+107.7% |
| Participant deferral / active EE | $9,688 | $4,726+105.0% | $4,088+137.0% | $6,407+51.2% |
| Admin fee / account holder | $2,741 | $8,403-67.4% | $7,189-61.9% | $12,270-77.7% |