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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 | $77,840 | $93,598-16.8% | $135,974-42.8% | $75,173+3.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.95% | 30.89%-10.9pp | 68.30%-48.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $5,206 | $3,538+47.1% | $4,859+7.1% | $2,671+94.9% |
| Participant deferral / active EE | $13,269 | $6,405+107.2% | $7,760+71.0% | $4,126+221.6% |
| Admin fee / account holder | $1,209 | $6,978-82.7% | $10,767-88.8% | $5,651-78.6% |