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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 | $89,303 | $76,551+16.7% | $123,894-27.9% | $62,881+42.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.33% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $16,185 | $2,882+461.5% | $4,617+250.6% | $2,281+609.6% |
| Participant deferral / active EE | $16,488 | $4,840+240.7% | $5,984+175.5% | $3,203+414.8% |
| Admin fee / account holder | $4,398 | $4,826-8.9% | $8,357-47.4% | $4,296+2.4% |