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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 | $105,068 | $80,992+29.7% | $96,534+8.8% | $75,173+39.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 45.58% | 27.05%+18.5pp | 25.88%+19.7pp | 160.72%-115.1pp |
| Employer contribution / active EE | $10,183 | $2,283+346.1% | $2,965+243.4% | $2,671+281.2% |
| Participant deferral / active EE | $11,298 | $3,929+187.5% | $4,851+132.9% | $4,126+173.8% |
| Admin fee / account holder | $1,917 | $6,717-71.5% | $8,253-76.8% | $5,651-66.1% |