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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 | $127,089 | $167,483-24.1% | $115,752+9.8% | $147,585-13.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 21.15% | 12.11%+9.0pp | 19.41%+1.7pp | 578.58%-557.4pp |
| Employer contribution / active EE | $4,194 | $4,960-15.4% | $3,492+20.1% | $4,876-14.0% |
| Participant deferral / active EE | $10,886 | $7,037+54.7% | $5,204+109.2% | $5,439+100.2% |
| Admin fee / account holder | $6,667 | $13,069-49.0% | $6,278+6.2% | $10,886-38.8% |