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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 | $125,207 | $101,752+23.1% | $164,928-24.1% | $80,911+54.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.73% | 16.73%-5.0pp | 70.08%-58.4pp | 35.63%-23.9pp |
| Employer contribution / active EE | $5,213 | $2,953+76.5% | $4,343+20.0% | $2,756+89.2% |
| Participant deferral / active EE | $9,778 | $4,477+118.4% | $6,034+62.1% | $4,297+127.5% |
| Admin fee / account holder | $10,458 | $8,218+27.3% | $12,684-17.6% | $6,935+50.8% |