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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 | $150,095 | $106,749+40.6% | $145,433+3.2% | $82,448+82.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.44% | 27.59%-4.2pp | 66.58%-43.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $5,862 | $3,444+70.2% | $4,554+28.7% | $2,551+129.8% |
| Participant deferral / active EE | $9,616 | $6,519+47.5% | $7,897+21.8% | $4,139+132.3% |
| Admin fee / account holder | $3,832 | $8,390-54.3% | $13,129-70.8% | $7,234-47.0% |