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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 | $75,321 | $65,961+14.2% | $180,320-58.2% | $94,015-19.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 19.17% | 14.27%+4.9pp | 778.54%-759.4pp | 17.84%+1.3pp |
| Employer contribution / active EE | $4,296 | $1,737+147.3% | $4,108+4.6% | $2,790+54.0% |
| Participant deferral / active EE | $8,180 | $3,003+172.4% | $4,304+90.1% | $4,249+92.5% |
| Admin fee / account holder | $6,588 | $4,901+34.4% | $10,000-34.1% | $8,951-26.4% |